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

771 Palm Avenue
Imperial Beach, CA 91932

Seth Geist

Hosted By

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Seth Geist

Imperial Beach, CA

Hampton Inn & Suites, Leland Orr Room

Aug 16, 2022 1:30 PM

Aug 16, 2022 6:00 PM

Aug 17, 2022 10:30 AM

Aug 17, 2022 1:30 PM

5999 S Backus Mall
Mesa, AZ 85212

Nathan Askins

Hosted By

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Nathan Askins

Mesa, AZ

ASU Polytechnic Campus, Student Union - Cooley Ballroom C

Aug 30, 2022 1:30 PM

Aug 30, 2022 6:00 PM

Aug 31, 2022 10:00 AM

805 S. Idaho Road,
Apache Junction, AZ 85119

Nathan Askins

Hosted By

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Nathan Askins

Apache Junction, AZ

Central Arizona College, Superstition Mountain Campus - Building F, Room F115

Aug 16, 2022 1:30 PM

Aug 16, 2022 6:00 PM

Aug 17, 2022 10:30 PM

Aug 17, 2022 1:30 PM

303 N Main St
Harrison, AR 72601

Laura Pope

Hosted By

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Laura Pope

Harrison, AR

The Durand Center, Durand Room B

Aug 23, 2022 1:30 PM

Aug 23, 2022 6:00 PM

Aug 24, 2022 10:30 AM

Aug 24, 2022 1:30 PM

4975 Memorial Dr
La Mesa, CA 91942

Seth Geist

Hosted By

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Seth Geist

La Mesa, CA

La Mesa Community Center

Aug 30, 2022 1:30 PM

Aug 30, 2022 6:00 PM

Aug 31, 2022 10:30 AM

Aug 31, 2022 1:30 PM

1051 22nd St
Greeley, CO 80639

Emily Griffin

Hosted By

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Emily Griffin

Greeley, CO

University of Northern Colorado - Campus Commons, Room 2300

Aug 23, 2022 1:30 PM

Aug 23, 2022 6:00 PM

Aug 24, 2022 10:30 AM

Aug 24, 2022 1:30 PM

4455 Metro Parkway
Fort Myers, FL 33916

Cherish Fuller

Hosted By

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Cherish Fuller

Fort Myers, FL

Courtyard by Marriott Fort Myers Cape Coral, Captiva Meeting Room

Aug 16, 2022 1:30 PM

Aug 16, 2022 6:00 PM

Aug 17, 2022 10:30 AM

Aug 17, 2022 1:30 PM

11090 FGCU Blvd N
Fort Myers, FL 33965

Cherish Fuller

Hosted By

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Cherish Fuller

Florida Gulf Coast University

Florida Gulf Coast University Cohen Student Union, Room 201

Aug 30, 2022 6:00 PM

Aug 31, 2022 10:30 AM

Aug 31, 2022 1:30 PM

5175 Post Road
Dublin, Ohio, 43017

Mackenzie Jensen

Hosted By

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Mackenzie Jensen

Dublin, OH

Courtyard Columbus Dublin - Blarney Room

Aug 23, 2022 1:30 PM

Aug 23, 2022 6:00 PM

Aug 24, 2022 10:30 AM

Aug 24, 2022 1:30 PM

9009 N 121st E Ave
Owasso, OK 74055

Jeff Burritt

Hosted By

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Jeff Burritt

Owasso, OK

Hampton Inn Owasso — The Banquet Hall

Aug 9, 2022 1:30 PM

Aug 9, 2022 6:00 PM

Aug 10, 2022 10:30 AM

Aug 10, 2022 1:30 PM

300 SE Adams Blvd
Bartlesville, OK 74003

Jeff Burritt

Hosted By

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Jeff Burritt

Bartlesville, OK

Bartlesville Community Center - Lyon Gallery

Aug 23, 2022 1:30 PM

Aug 23, 2022 6:00 PM

Aug 24, 2022 10:30 AM

Aug 24, 2022 1:30 PM

2052 Crossings Blvd
Spring Hill, TN 37174

William Jenkins

Hosted By

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William Jenkins

Spring Hill, TN

Hampton Inn & Suites Spring Hill

Aug 30, 2022 1:30 PM

Aug 30, 2022 6:00 PM

Aug 31, 2022 10:30 AM

Aug 31, 2022 1:30 PM

1760 Wilma Rudolph Boulevard
Clarksville, TN 37040

William Jenkins

Hosted By

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William Jenkins

Clarksville, TN

Nashville State Community College - Clarksville Campus, Room 107

Aug 16, 2022 1:30 PM

Aug 16, 2022 6:00 PM

Aug 17, 2022 10:30 AM

Aug 17, 2022 1:30 PM

1 Chamber Way Georgetown TX, 78626

Rachel Reinke

Hosted By

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Rachel Reinke

Georgetown, TX

Georgetown Event Center

Aug 9, 2022 1:30 PM

Aug 9, 2022 6:00 PM

Aug 10, 2022 10:30 AM

Aug 10, 2022 1:30 PM

5350 Bill Pickett Trail
Taylor, TX 76574

Demi Allen

Hosted By

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Demi Allen

Taylor, TX

Williamson County Expo Center, Ron Morrison Meeting Room

Aug 23, 2022 1:30 PM

Aug 23, 2022 6:00 PM

Aug 24, 2022 10:30 AM

Aug 24, 2022 1:30 PM

4237 Lafayette Ave
Fort Worth, TX 76107

Manda Mosley Maier

Hosted By

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Manda Mosley Maier

Fort Worth, TX (Thomas Place)

Thomas Place Community Center

Aug 16, 2022 10:30 AM

Aug 16, 2022 1:30 PM

Aug 17, 2022 10:30 AM

Aug 17, 2022 1:30 PM

1315 East New Hope Drive
Cedar Park, TX 78641

Rachel Reinke

Hosted By

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Rachel Reinke

Cedar Park, TX

Hyatt Place Austin/Cedar Park - Meeting Place 1 and 2

Jun 21, 2022 1:30 PM

Jun 21, 2022 6:00 PM

Jun 22, 2022 10:30 AM

Jun 22, 2022 1:30 PM

1146 Castle Dr.
Garland, TX 75040

Rachel Wilson

Hosted By

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Rachel Wilson

Garland, TX

Bradfield Recreation Center, Classroom

Aug 23, 2022 10:30 AM

Aug 23, 2022 1:30 PM

Aug 24, 2022 10:30 AM

Aug 24, 2022 1:30 PM

750 N Interstate 35 Frontage Rd
New Braunfels, TX 78130

Rachel Reinke

Hosted By

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Rachel Reinke

New Braunfels, TX

Courtyard by Marriott New Braunfels River Village

Aug 30, 2022 1:30 PM

Aug 30, 2022 6:00 PM

Aug 31, 2022 10:30 AM

Aug 31, 2022 1:30 PM

1651 North 700 West
Layton, UT 84041

Crystal Flynn

Hosted By

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Crystal Flynn

Layton, UT

Davis Conference Center, Meridian D Room

Aug 23, 2022 1:30 PM

Aug 23, 2022 6:00 PM

Aug 24, 2022 10:30 AM

Aug 24, 2022 1:30 PM

Imperial Beach, CA

Aug 16, 2022 1:30 PM

To

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Aug 16, 2022 6:00 PM

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Hampton Inn & Suites, Leland Orr Room

771 Palm Avenue Imperial Beach, CA 91932

Mesa, AZ

Aug 30, 2022 1:30 PM

To

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Aug 30, 2022 6:00 PM

To

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ASU Polytechnic Campus, Student Union - Cooley Ballroom C

5999 S Backus Mall Mesa, AZ 85212

Apache Junction, AZ

Aug 16, 2022 1:30 PM

To

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Aug 16, 2022 6:00 PM

To

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Central Arizona College, Superstition Mountain Campus - Building F, Room F115

805 S. Idaho Road, Apache Junction, AZ 85119

Harrison, AR

Aug 23, 2022 1:30 PM

To

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Aug 23, 2022 6:00 PM

To

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The Durand Center, Durand Room B

303 N Main St Harrison, AR 72601

La Mesa, CA

Aug 30, 2022 1:30 PM

To

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Aug 30, 2022 6:00 PM

To

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La Mesa Community Center

4975 Memorial Dr La Mesa, CA 91942

Greeley, CO

Aug 23, 2022 1:30 PM

To

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Aug 23, 2022 6:00 PM

To

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University of Northern Colorado - Campus Commons, Room 2300

1051 22nd St Greeley, CO 80639

Fort Myers, FL

Aug 16, 2022 1:30 PM

To

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Aug 16, 2022 6:00 PM

To

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Courtyard by Marriott Fort Myers Cape Coral, Captiva Meeting Room

4455 Metro Parkway Fort Myers, FL 33916

Florida Gulf Coast University

Aug 30, 2022 6:00 PM

To

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Aug 31, 2022 10:30 AM

To

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Florida Gulf Coast University Cohen Student Union, Room 201

11090 FGCU Blvd N Fort Myers, FL 33965

Dublin, OH

Aug 23, 2022 1:30 PM

To

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Aug 23, 2022 6:00 PM

To

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Courtyard Columbus Dublin - Blarney Room

5175 Post Road Dublin, Ohio, 43017

Owasso, OK

Aug 9, 2022 1:30 PM

To

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Aug 9, 2022 6:00 PM

To

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Hampton Inn Owasso — The Banquet Hall

9009 N 121st E Ave Owasso, OK 74055

Bartlesville, OK

Aug 23, 2022 1:30 PM

To

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Aug 23, 2022 6:00 PM

To

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Bartlesville Community Center - Lyon Gallery

300 SE Adams Blvd Bartlesville, OK 74003

Spring Hill, TN

Aug 30, 2022 1:30 PM

To

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Aug 30, 2022 6:00 PM

To

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Hampton Inn & Suites Spring Hill

2052 Crossings Blvd Spring Hill, TN 37174

Clarksville, TN

Aug 16, 2022 1:30 PM

To

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Aug 16, 2022 6:00 PM

To

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Nashville State Community College - Clarksville Campus, Room 107

1760 Wilma Rudolph Boulevard Clarksville, TN 37040

Georgetown, TX

Aug 9, 2022 1:30 PM

To

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Aug 9, 2022 6:00 PM

To

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Georgetown Event Center

1 Chamber Way Georgetown TX, 78626

Taylor, TX

Aug 23, 2022 1:30 PM

To

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Aug 23, 2022 6:00 PM

To

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Williamson County Expo Center, Ron Morrison Meeting Room

5350 Bill Pickett Trail Taylor, TX 76574

Fort Worth, TX (Thomas Place)

Aug 16, 2022 10:30 AM

To

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Aug 16, 2022 1:30 PM

To

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Thomas Place Community Center

4237 Lafayette Ave Fort Worth, TX 76107

Cedar Park, TX

Jun 21, 2022 1:30 PM

To

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Jun 21, 2022 6:00 PM

To

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Hyatt Place Austin/Cedar Park - Meeting Place 1 and 2

1315 East New Hope Drive Cedar Park, TX 78641

Garland, TX

Aug 23, 2022 10:30 AM

To

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Aug 23, 2022 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.

Bradfield Recreation Center, Classroom

1146 Castle Dr. Garland, TX 75040

New Braunfels, TX

Aug 30, 2022 1:30 PM

To

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Aug 30, 2022 6:00 PM

To

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Courtyard by Marriott New Braunfels River Village

750 N Interstate 35 Frontage Rd New Braunfels, TX 78130

Layton, UT

Aug 23, 2022 1:30 PM

To

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Aug 23, 2022 6:00 PM

To

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Davis Conference Center, Meridian D Room

1651 North 700 West Layton, UT 84041

Questions?

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