Join us for a Free Workshop

In-Person & Virtual Estate Planning Workshops

This free education gives you the essential knowledge you need to create your ideal estate plan - so you can get started today.

In-Person & Virtual Estate Planning Workshops

This free educationgives you the essential knowledge you need to create your ideal estate plan - so you can get started today.

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.

Find Your Local Workshop

Local Workshops

1403 Sycamore Road
DeKlab, IL 60115

Victoria Lozano

Hosted By

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Victoria Lozano

Dekalb, IL

Dekalb, IL — Hopkins Park Community Center, Lower Level Room

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

2000 North Litchfield Road,
Goodyear, AZ 85395

Nathan Askins

Hosted By

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Nathan Askins

Goodyear, AZ

Hampton Inn & Suites, Pavilion 2 Room

Apr 30, 2024 1:30 PM

Apr 30, 2024 6:00 PM

May 1, 2024 10:30 AM

May 1, 2024 1:30 PM

300 East Harrell Drive
Russellville, AR 72802

Laura Pope

Hosted By

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Laura Pope

Russellville, AR

Russellville, AR — Holiday Inn Express, Boardroom

Apr 22, 2024 2:30 PM

Apr 22, 2024 6:00 PM

Apr 23, 2024 10:30 AM

Apr 23, 2024 1:30 PM

3303 South Pinnacle Hills Pkwy,
Rogers, AR 72758

Laura Pope

Hosted By

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Laura Pope

Rogers, AR

Rogers, AR — Embassy Suites Convention Center, Conference C Room

May 7, 2024 2:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

2424 Fenton Street,
Chula Vista, CA 91914

Seth Geist

Hosted By

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Seth Geist

Chula Vista, CA

Chula Vista, CA - Hampton Inn and Homewood Suites Chula Vista Eastlake

Apr 23, 2024 1:30 PM

Apr 23, 2024 6:00 PM

Apr 24, 2024 10:30 AM

Apr 24, 2024 1:30 PM

3700 West Florida Avenue
Hemet, CA 92545

Seth Geist

Hosted By

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Seth Geist

Hemet, CA

Hemet, CA - Hampton Inn & Suites Hemet, Ramona Room

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

4755 Business Center Drive
Fairfield, CA 94534

Vaishali Gupta

Hosted By

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Vaishali Gupta

Fairfield, CA

Fairfield, CA — Homewood Suites, Champagne Room

Apr 22, 2024 1:30 PM

Apr 22, 2024 6:00 PM

Apr 23, 2024 10:30 AM

Apr 23, 2024 1:30 PM

2821 E Harmony Road
Fort Collins, Colorado 80528

Bethany Copeland

Hosted By

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Bethany Copeland

Fort Collins, CO

Fort Collins, CO — Hilton Garden Inn Fort Collins, Cottonwood Room

Apr 29, 2024 1:30 PM

Apr 29, 2024 6:00 PM

Apr 30, 2024 10:30 AM

Apr 30, 2024 1:30 PM

10488 West Centennial Road
Littleton, CO 80127

Emily Griffin

Hosted By

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Emily Griffin

Littleton, CO

Littleton, CO - Reel Event Center

Apr 30, 2024 1:30 PM

Apr 30, 2024 6:00 PM

May 1, 2024 10:30 AM

May 1, 2024 1:30 PM

2102 Palmetto Street
Middleburg, FL 32068

Jett Clarke

Hosted By

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Jett Clarke

Middleburg, FL

Middleburg, FL -Middleburg Community Center

Apr 23, 2024 10:30 AM

Apr 23, 2024 1:30 PM

Apr 24, 2024 10:30 AM

Apr 24, 2024 1:30 PM

2508 South Beach Parkway
Jacksonville Beach, FL 32250

Jett Clarke

Hosted By

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Jett Clarke

Jacksonville Beach, FL

Jacksonville Beach, FL - Jacksonville Beach Community Center & Exhibition Hall, Conference Room

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

9599 Skokie Blvd.
Skokie, IL 60077

Victoria Lozano

Hosted By

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Victoria Lozano

Skokie, IL

Skokie, IL — DoubleTree by Hilton Chicago North Shore Conference Center, London Room

Apr 23, 2024 1:30 PM

Apr 23, 2024 6:00 PM

Apr 24, 2024 10:30 AM

Apr 24, 2024 1:30 PM

3030 North 4th Avenue East Newton, IA 50208

Trynann Utzinger

Hosted By

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Trynann Utzinger

Newton, IA

Newton, IA — Newton Arboretum & Botanical Garden - Krumm Center

Apr 23, 2024 1:30 PM

Apr 23, 2024 6:00 PM

Apr 24, 2024 10:30 AM

Apr 24, 2024 1:30 PM

40 Chenault Road
Frankfort, KY 40601

Jacob Sherman

Hosted By

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Jacob Sherman

Frankfort, KY

Frankfort, KY -Fairfield Inn & Suites, Phoenix Room

Apr 23, 2024 1:30 PM

Apr 23, 2024 6:00 PM

Apr 24, 2024 10:30 AM

Apr 24, 2024 1:30 PM

100 Winchester Plaza
Winchester, KY 40391

Jacob Sherman

Hosted By

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Jacob Sherman

Winchester, KY

Winchester, KY - Holiday Inn Express Lexington East / Winchester

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

102 Edinburgh Drive
Cary, North Carolina 27511

Taylor Way

Hosted By

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Taylor Way

Cary, NC

Cary, NC - Courtyard by Marriott - Raleigh/Cary, Dogwood Room

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

10450 Little Brier Creek Lane
Raleigh, NC 27617

Taylor Way

Hosted By

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Taylor Way

North Raleigh, NC

North Raleigh, NC - Holiday Inn Express & Suites, Meeting Room

Apr 23, 2024 1:30 PM

Apr 23, 2024 6:00 PM

Apr 24, 2024 10:30 AM

Apr 24, 2024 1:30 PM

32 Heatherdown Drive,
Westerville, OH 43081

Philip Kebe

Hosted By

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Philip Kebe

Westerville, OH

Westerville, OH — Aloft Columbus Westerville, Meeting Room

Apr 23, 2024 1:30 PM

Apr 23, 2024 6:00 PM

Apr 24, 2024 10:30 AM

Apr 24, 2024 1:30 PM

1360 Lancaster Pike
Circleville, OH 43113

Philip Kebe

Hosted By

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Philip Kebe

Circleville, OH

Ohio Christian University, Robert W. Plaster Free Enterprise Center (OCUBIC) - West

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

1701 West Will Rogers Blvd,
Claremore, OK 74017

Katherine Parmer

Hosted By

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Katherine Parmer

Claremore, OK

Claremore, OK - Rogers State University, Dr, Carolyn Taylor Center - Conference Room B

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

6920 West Reno Avenue
Oklahoma City, OK 73127

Tristan Davis

Hosted By

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Tristan Davis

Oklahoma City, OK

Homewood Suites Oklahoma City - West, Meeting Room

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

25 Yearsley Mill Road
Media, PA 19063

Chris Wolf

Hosted By

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Chris Wolf

Media, PA

Media, PA — Penn State Brandywine, Main Building, Room 113

Apr 29, 2024 1:30 PM

Apr 29, 2024 6:00 PM

Apr 30, 2024 10:30 AM

Apr 30, 2024 1:30 PM

2008 Savannah Highway
Charleston, SC 29407

McCloud Cox

Hosted By

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McCloud Cox

West Ashley (Charleston, SC)

West Ashley (Charleston, SC) — Town & Country Inn and Suites, Salons C & D

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

2645 Broad Street
Sumter, SC 29150

McCloud Cox

Hosted By

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McCloud Cox

Sumter, SC

Sumter, SC — Springhill Suites, Meeting Room

Apr 23, 2024 1:30 PM

Apr 23, 2024 6:00 PM

Apr 24, 2024 10:30 AM

Apr 24, 2024 1:30 PM

5004 Motlow College Blvd,
Smyrna, TN 37167

William Jenkins

Hosted By

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William Jenkins

Smyrna, TN

Smyrna, TN - MSCC Smyrna Campus, Hiatt-Spivey Center Room 138 & 139

Apr 30, 2024 1:30 PM

Apr 30, 2024 6:00 PM

May 1, 2024 10:30 PM

May 1, 2024 1:30 PM

601 North Sonoma Trail
Ennis, TX 75119

Rachel Wilson

Hosted By

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Rachel Wilson

Ennis, TX

Ennis, TX - Holiday Inn Express & Suites Ennis

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

2440 Gulf Freeway
Texas City, TX 77591

Maddie Westrup

Hosted By

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Maddie Westrup

Texas City, TX

Texas City, TX - Holiday Inn Express - Texas City, Meeting Room

Apr 23, 2024 1:30 PM

Apr 23, 2024 6:00 PM

Apr 24, 2024 10:30 AM

Apr 24, 2024 1:30 PM

714 Corazon Drive Marble Falls, TX 78654

Demi Allen

Hosted By

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Demi Allen

Marble Falls, TX

Holiday Inn Express and Suites - Marble Falls, Conference Room

Apr 30, 2024 1:30 PM

Apr 30, 2024 6:00 PM

May 1, 2024 10:30 AM

May 1, 2024 1:30 PM

2701 Lake Vista Drive
Lewisville, TX 75067

Sephora Tshiswaka

Hosted By

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Sephora Tshiswaka

Lewisville, TX

Lewisville, TX — Courtyard by Marriott Dallas Lewisville, Platinum Room

Apr 30, 2024 1:30 PM

Apr 30, 2024 6:00 PM

May 1, 2024 10:30 AM

May 1, 2024 1:30 PM

4910 East Chase Street
Baytown, TX 77521

Maddie Westrup

Hosted By

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Maddie Westrup

Baytown, TX

Baytown, TX -Hilton Garden Inn Houston/Baytown, Cedar Bayou Room

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

100 South Water Street
Watertown, WI 53094

Nick Tuori

Hosted By

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Nick Tuori

Watertown, WI

Watertown, WI - Watertown Public Library, Conference Room

Apr 23, 2024 10:30 AM

Apr 23, 2024 1:30 PM

Apr 24, 2024 10:30 AM

Apr 24, 2024 1:30 PM

8580 South Howell Avenue
Oak Creek, WI 53154

Nick Tuori

Hosted By

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Nick Tuori

Oak Creek, WI

Oak Creek, WI - Oak Creek Community Center, Unrich & Oak Room

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

Dekalb, IL

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

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Dekalb, IL — Hopkins Park Community Center, Lower Level Room

1403 Sycamore Road DeKlab, IL 60115

Goodyear, AZ

Apr 30, 2024 1:30 PM

To

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Apr 30, 2024 6:00 PM

To

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Hampton Inn & Suites, Pavilion 2 Room

2000 North Litchfield Road, Goodyear, AZ 85395

Russellville, AR

Apr 22, 2024 2:30 PM

To

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Apr 22, 2024 6:00 PM

To

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Russellville, AR — Holiday Inn Express, Boardroom

300 East Harrell Drive Russellville, AR 72802

Rogers, AR

May 7, 2024 2:30 PM

To

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May 7, 2024 6:00 PM

To

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Rogers, AR — Embassy Suites Convention Center, Conference C Room

3303 South Pinnacle Hills Pkwy, Rogers, AR 72758

Chula Vista, CA

Apr 23, 2024 1:30 PM

To

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Apr 23, 2024 6:00 PM

To

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Chula Vista, CA - Hampton Inn and Homewood Suites Chula Vista Eastlake

2424 Fenton Street, Chula Vista, CA 91914

Hemet, CA

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

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Hemet, CA - Hampton Inn & Suites Hemet, Ramona Room

3700 West Florida Avenue Hemet, CA 92545

Fairfield, CA

Apr 22, 2024 1:30 PM

To

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Apr 22, 2024 6:00 PM

To

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Fairfield, CA — Homewood Suites, Champagne Room

4755 Business Center Drive Fairfield, CA 94534

Fort Collins, CO

Apr 29, 2024 1:30 PM

To

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Apr 29, 2024 6:00 PM

To

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Fort Collins, CO — Hilton Garden Inn Fort Collins, Cottonwood Room

2821 E Harmony Road Fort Collins, Colorado 80528

Littleton, CO

Apr 30, 2024 1:30 PM

To

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Apr 30, 2024 6:00 PM

To

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Littleton, CO - Reel Event Center

10488 West Centennial Road Littleton, CO 80127

Middleburg, FL

Apr 23, 2024 10:30 AM

To

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Apr 23, 2024 1:30 PM

To

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Middleburg, FL -Middleburg Community Center

2102 Palmetto Street Middleburg, FL 32068

Jacksonville Beach, FL

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

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Jacksonville Beach, FL - Jacksonville Beach Community Center & Exhibition Hall, Conference Room

2508 South Beach Parkway Jacksonville Beach, FL 32250

Skokie, IL

Apr 23, 2024 1:30 PM

To

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Apr 23, 2024 6:00 PM

To

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Skokie, IL — DoubleTree by Hilton Chicago North Shore Conference Center, London Room

9599 Skokie Blvd. Skokie, IL 60077

Newton, IA

Apr 23, 2024 1:30 PM

To

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Apr 23, 2024 6:00 PM

To

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Newton, IA — Newton Arboretum & Botanical Garden - Krumm Center

3030 North 4th Avenue East Newton, IA 50208

Frankfort, KY

Apr 23, 2024 1:30 PM

To

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Apr 23, 2024 6:00 PM

To

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Frankfort, KY -Fairfield Inn & Suites, Phoenix Room

40 Chenault Road Frankfort, KY 40601

Winchester, KY

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

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Winchester, KY - Holiday Inn Express Lexington East / Winchester

100 Winchester Plaza Winchester, KY 40391

Cary, NC

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

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Cary, NC - Courtyard by Marriott - Raleigh/Cary, Dogwood Room

102 Edinburgh Drive Cary, North Carolina 27511

North Raleigh, NC

Apr 23, 2024 1:30 PM

To

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Apr 23, 2024 6:00 PM

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North Raleigh, NC - Holiday Inn Express & Suites, Meeting Room

10450 Little Brier Creek Lane Raleigh, NC 27617

Westerville, OH

Apr 23, 2024 1:30 PM

To

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Apr 23, 2024 6:00 PM

To

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Westerville, OH — Aloft Columbus Westerville, Meeting Room

32 Heatherdown Drive, Westerville, OH 43081

Circleville, OH

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

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Ohio Christian University, Robert W. Plaster Free Enterprise Center (OCUBIC) - West

1360 Lancaster Pike Circleville, OH 43113

Claremore, OK

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Claremore, OK - Rogers State University, Dr, Carolyn Taylor Center - Conference Room B

1701 West Will Rogers Blvd, Claremore, OK 74017

Oklahoma City, OK

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Homewood Suites Oklahoma City - West, Meeting Room

6920 West Reno Avenue Oklahoma City, OK 73127

Media, PA

Apr 29, 2024 1:30 PM

To

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Apr 29, 2024 6:00 PM

To

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Media, PA — Penn State Brandywine, Main Building, Room 113

25 Yearsley Mill Road Media, PA 19063

West Ashley (Charleston, SC)

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

West Ashley (Charleston, SC) — Town & Country Inn and Suites, Salons C & D

2008 Savannah Highway Charleston, SC 29407

Sumter, SC

Apr 23, 2024 1:30 PM

To

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Apr 23, 2024 6:00 PM

To

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Sumter, SC — Springhill Suites, Meeting Room

2645 Broad Street Sumter, SC 29150

Smyrna, TN

Apr 30, 2024 1:30 PM

To

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Apr 30, 2024 6:00 PM

To

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Smyrna, TN - MSCC Smyrna Campus, Hiatt-Spivey Center Room 138 & 139

5004 Motlow College Blvd, Smyrna, TN 37167

Ennis, TX

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Ennis, TX - Holiday Inn Express & Suites Ennis

601 North Sonoma Trail Ennis, TX 75119

Texas City, TX

Apr 23, 2024 1:30 PM

To

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Apr 23, 2024 6:00 PM

To

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Texas City, TX - Holiday Inn Express - Texas City, Meeting Room

2440 Gulf Freeway Texas City, TX 77591

Marble Falls, TX

Apr 30, 2024 1:30 PM

To

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Apr 30, 2024 6:00 PM

To

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Holiday Inn Express and Suites - Marble Falls, Conference Room

714 Corazon Drive Marble Falls, TX 78654

Lewisville, TX

Apr 30, 2024 1:30 PM

To

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Apr 30, 2024 6:00 PM

To

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Lewisville, TX — Courtyard by Marriott Dallas Lewisville, Platinum Room

2701 Lake Vista Drive Lewisville, TX 75067

Baytown, TX

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Baytown, TX -Hilton Garden Inn Houston/Baytown, Cedar Bayou Room

4910 East Chase Street Baytown, TX 77521

Watertown, WI

Apr 23, 2024 10:30 AM

To

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Apr 23, 2024 1:30 PM

To

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Watertown, WI - Watertown Public Library, Conference Room

100 South Water Street Watertown, WI 53094

Oak Creek, WI

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

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Oak Creek, WI - Oak Creek Community Center, Unrich & Oak Room

8580 South Howell Avenue Oak Creek, WI 53154

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