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Estate & Financial Planning Workshop

"We are extremely pleased to have Oath Law and Oath Planning do our estate and financial planning.  The people at Oath are friendly, helpful, and knowledgeable.  Of particular interest to us were their ideas on the integration of estate and financial planning in order to minimize future tax burden.  We feel fortunate to have Oath handling our estate and financial planning." - Mark Lamborn

What You'll Learn

  • We’re going to show you what you need to be doing now to protect your home, assets, and family from predators.
  • We’ll explain the documents that safeguard everything that you’ve worked hard for, so you can make informed decisions for you and your loved ones.
  • We even explain how tax and financial planning can help you keep what you’ve earned and grow your retirement wealth - something your accountant can’t do.

You'll learn all of this, and much more.

Details:

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The workshop will be located at: