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

401 Cimarron Blvd.
Guthrie, OK 73044

Tristan Davis

Hosted By

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Tristan Davis

Guthrie, OK

Hampton Inn & Suites, Conference Room

Jun 20, 2023 1:30 PM

Jun 20, 2023 6:00 PM

Jun 21, 2023 10:30 AM

Jun 21, 2023 1:30 PM

777 N. Pinal Ave,
Casa Grande, AZ 85122

Nathan Askins

Hosted By

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Nathan Askins

Casa Grande, AZ

Casa Grande, AZ - Radisson, Copper Room

Jun 13, 2023 1:30 PM

Jun 13, 2023 6:00 PM

Jun 14, 2023 10:30 AM

Jun 14, 2023 1:30 PM

1100 South Price Road,
Chandler, AZ 85286

Nathan Askins

Hosted By

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Nathan Askins

Chandler, AZ

Chandler, AZ - Courtyard by Marriott Chandler Fashion Center, Saguaro Room

May 30, 2023 10:30 AM

May 30, 2023 1:30 PM

May 30, 2023 6:00 PM

1515 Pioneer Drive,
Harrison, AR 72601

Laura Pope

Hosted By

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Laura Pope

Harrison, AR

Harrison, AR - North Arkansas College, South Campus

Jun 13, 2023 1:30 PM

Jun 13, 2023 6:00 PM

Jun 14, 2023 10:30 AM

Jun 14, 2023 1:30 PM

141 North Magnolia Ave
El Cajon, CA 92020

Seth Geist

Hosted By

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Seth Geist

El Cajon, CA

El Cajon, CA - Courtyard by Marriott El Cajon, Pacific A Room

May 30, 2023 1:30 PM

May 30, 2023 6:00 PM

May 31, 2023 10:30 AM

May 31, 2023 1:30 PM

510 W Foothill Pkwy, Corona, CA 92882

Seth Geist

Hosted By

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Seth Geist

Corona, CA

Corona, CA - Corona Heritage Park & Museum

Jun 13, 2023 1:30 PM

Jun 13, 2023 6:00 PM

Jun 14, 2023 10:30 AM

Jun 14, 2023 1:30 PM

920 Barlow Road Fort Morgan, CO 80701

Emily Griffin

Hosted By

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Emily Griffin

Fort Morgan, CO

Fort Morgan, CO - Morgan Community College, Spruce Hall Founders Room

May 30, 2023 1:30 PM

May 30, 2023 6:00 PM

May 31, 2023 10:30 AM

May 31, 2023 1:30 PM

13719 Lincoln Street,
Thornton, CO 80023

Emily Griffin

Hosted By

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Emily Griffin

Thornton, CO

Thornton, CO - StayBridge Suites Denver North / Thornton

Jun 13, 2023 1:30 PM

Jun 13, 2023 6:00 PM

Jun 14, 2023 10:30 AM

Jun 14, 2023 1:30 PM

2465 Drew Street,
Clearwater, FL 33765

Christian Smith

Hosted By

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Christian Smith

Clearwater, FL

Clearwater, FL - St. Petersburg College Clearwater Campus, ES Building - Room ES111

Jun 6, 2023 1:30 PM

Jun 6, 2023 6:00 PM

Jun 7, 2023 10:30 AM

Jun 7, 2023 1:30 PM

1206 North Park Road,
Plant City, FL 33563

Christian Smith

Hosted By

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Christian Smith

Plant City, FL

Plant City, FL - Hillsborough Community College, Trinkle Center Room 118

Jun 20, 2023 1:30 PM

Jun 20, 2023 6:00 PM

Jun 21, 2023 10:30 AM

Jun 21, 2023 1:30 PM

3711 Chamberlain Lane,
Louisville, KY 40241

Jacob Sherman

Hosted By

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Jacob Sherman

Louisville, KY (Springhurst)

Louisville, KY (Northeast) - Holiday Inn Express Northeast, Meeting Room A

Jun 6, 2023 1:30 PM

Jun 6, 2023 6:00 PM

Jun 6, 2023 10:30 AM

Jun 6, 2023 1:30 PM

2400 Olentangy River Road,
Columbus, OH 43210

Mackenzie Jensen

Hosted By

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Mackenzie Jensen

Columbus, OH (Ohio State University)

Columbus, OH - The Ohio State University, Fawcett Center

Jun 6, 2023 1:30 PM

Jun 6, 2023 6:00 PM

Jun 7, 2023 10:30 AM

Jun 7, 2023 1:30 PM

9009 N 121st E Ave,
Owasso, OK 74055

Katherine Parmer

Hosted By

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Katherine Parmer

Owasso, OK

Owasso, OK - Hampton Inn Owasso, The Banquet Hall

Jun 20, 2023 1:30 PM

Jun 20, 2023 6:00 PM

Jun 21, 2023 10:30 AM

Jun 21, 2023 1:30 PM

770 Copperfield Dr, Norman, OK 73072

Tristan Davis

Hosted By

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Tristan Davis

Norman, OK

Courtyard by Marriott Norman, Pride Room

Jun 6, 2023 1:30 PM

Jun 6, 2023 6:00 PM

Jun 7, 2023 10:30 AM

Jun 7, 2023 1:30 PM

12205 S Yukon Ave, Glenpool, OK 74033

Katherine Parmer

Hosted By

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Katherine Parmer

Glenpool, OK

Glenpool, OK - Glenpool Conference Center, Meeting Room South 2 A&B

Jun 6, 2023 1:30 PM

Jun 6, 2023 6:00 PM

Jun 7, 2023 10:30 AM

Jun 7, 2023 1:30 PM

15 Keystone Dr,
Limerick, PA 19468

Shannon Stefanelli

Hosted By

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Shannon Stefanelli

Limerick, PA

Limerick, PA - Holiday Inn Express, Keystone Room

Jun 6, 2023 1:30 PM

Jun 6, 2023 6:00 PM

Jun 7, 2023 10:30 AM

Jun 7, 2023 1:30 PM

1980 Providence Pkwy
Mt. Juliet, TN 37122

William Jenkins

Hosted By

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William Jenkins

Mount Juliet, TN

Courtyard Nashville Mount Juliet, Providence A Room

Jun 13, 2023 1:30 PM

Jun 13, 2023 6:00 PM

Jun 14, 2023 10:30 PM

Jun 14, 2023 1:30 PM

1480 Nashville Pike,
Gallatin, TN 37066

William Jenkins

Hosted By

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William Jenkins

Gallatin, TN

Gallatin, TN - Volunteer State Community College, SRB Humanities Building, Room 251

May 30, 2023 1:30 PM

May 30, 2023 6:00 PM

May 31, 2023 10:30 AM

May 31, 2023 1:30 PM

5301 Riverwalk Drive
Colleyville, TX 76034

Manda Mosley Maier

Hosted By

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Manda Mosley Maier

Colleyville, TX

Colleyville Center - Conference Room

Jun 6, 2023 10:30 AM

Jun 6, 2023 1:30 PM

Jun 7, 2023 10:30 AM

Jun 7, 2023 1:30 PM

4330 Courtyard Way,
Flower Mound, TX 75028

Sephora Tshiswaka

Hosted By

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Sephora Tshiswaka

Flower Mound, TX

Flower Mound, TX - Courtyard by Marriott Flower Mound, Trinity Ballroom

Jun 20, 2023 10:30 AM

Jun 20, 2023 1:30 PM

Jun 20, 2023 6:00 PM

1155 Union Circle
Denton, Texas 76203

Sephora Tshiswaka

Hosted By

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Sephora Tshiswaka

Denton, TX

University of North Texas, University Union

Jun 6, 2023 10:30 AM

Jun 6, 2023 1:30 PM

Jun 6, 2023 6:00 PM

16101 Impact Way, Pflugerville, TX 78660

Demi Allen

Hosted By

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Demi Allen

Pflugerville, TX

Pflugerville, TX - Best Western Plus Pflugerville Inn & Suites

May 30, 2023 1:30 PM

May 30, 2023 6:00 PM

May 31, 2023 10:30 AM

May 31, 2023 1:30 PM

2818 E. U.S. Highway 290, Fredericksburg, TX 78624

Rachel Reinke

Hosted By

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Rachel Reinke

Fredericksburg, TX

Fredericksburg, TX - Hill Country University Center, HEB Room 134

May 30, 2023 10:30 AM

May 30, 2023 1:30 PM

May 30, 2023 6:00 PM

202 East Interstate Hwy 20, Duncanville, TX 75116

Rachel Wilson

Hosted By

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Rachel Wilson

Duncanville, TX

Duncanville, TX - Hampton Inn & Suites, Meeting Room

Jun 13, 2023 1:30 PM

Jun 13, 2023 6:00 PM

Jun 14, 2023 10:30 AM

Jun 14, 2023 1:30 PM

333 East Highway 290,
Dripping Springs, TX 78620

Demi Allen

Hosted By

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Demi Allen

Dripping Springs, TX

Dripping Springs, TX - Holiday Inn Express, Lonestar Room

Jun 14, 2023 10:30 AM

Jun 14, 2023 1:30 PM

Jun 14, 2023 6:00 PM

4533 South IH 35,
Austin, TX 78744

Rachel Reinke

Hosted By

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Rachel Reinke

Austin, TX (South Austin)

Austin, TX - Courtyard by Marriott - Austin South, Wooten Meeting Room

Jun 20, 2023 1:30 PM

Jun 20, 2023 6:00 PM

Jun 21, 2023 10:30 AM

Jun 21, 2023 1:30 PM

2145 West Main Street
Tremonton, UT, 84337

Crystal Flynn

Hosted By

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Crystal Flynn

Tremonton, UT

Tremonton, UT - Hampton Inn & Suites, Bear River Room

Jun 20, 2023 10:30 AM

Jun 20, 2023 1:30 PM

Jun 20, 2023 6:00 PM

1294 South Interstate Drive, Cedar City, UT 84720

Crystal Flynn

Hosted By

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Crystal Flynn

Cedar City, UT

Cedar City, UT - Courtyard by Marriott Cedar City, Bryce Canyon Room

Jun 6, 2023 10:30 AM

Jun 6, 2023 1:30 PM

Jun 6, 2023 6:00 PM

Guthrie, OK

Jun 20, 2023 1:30 PM

To

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Jun 20, 2023 6:00 PM

To

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Hampton Inn & Suites, Conference Room

401 Cimarron Blvd. Guthrie, OK 73044

Casa Grande, AZ

Jun 13, 2023 1:30 PM

To

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Jun 13, 2023 6:00 PM

To

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Casa Grande, AZ - Radisson, Copper Room

777 N. Pinal Ave, Casa Grande, AZ 85122

Chandler, AZ

May 30, 2023 10:30 AM

To

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May 30, 2023 1:30 PM

To

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Chandler, AZ - Courtyard by Marriott Chandler Fashion Center, Saguaro Room

1100 South Price Road, Chandler, AZ 85286

Harrison, AR

Jun 13, 2023 1:30 PM

To

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Jun 13, 2023 6:00 PM

To

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Harrison, AR - North Arkansas College, South Campus

1515 Pioneer Drive, Harrison, AR 72601

El Cajon, CA

May 30, 2023 1:30 PM

To

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May 30, 2023 6:00 PM

To

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El Cajon, CA - Courtyard by Marriott El Cajon, Pacific A Room

141 North Magnolia Ave El Cajon, CA 92020

Corona, CA

Jun 13, 2023 1:30 PM

To

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Jun 13, 2023 6:00 PM

To

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Corona, CA - Corona Heritage Park & Museum

510 W Foothill Pkwy, Corona, CA 92882

Fort Morgan, CO

May 30, 2023 1:30 PM

To

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May 30, 2023 6:00 PM

To

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Fort Morgan, CO - Morgan Community College, Spruce Hall Founders Room

920 Barlow Road Fort Morgan, CO 80701

Thornton, CO

Jun 13, 2023 1:30 PM

To

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Jun 13, 2023 6:00 PM

To

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Thornton, CO - StayBridge Suites Denver North / Thornton

13719 Lincoln Street, Thornton, CO 80023

Clearwater, FL

Jun 6, 2023 1:30 PM

To

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Jun 6, 2023 6:00 PM

To

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Clearwater, FL - St. Petersburg College Clearwater Campus, ES Building - Room ES111

2465 Drew Street, Clearwater, FL 33765

Plant City, FL

Jun 20, 2023 1:30 PM

To

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Jun 20, 2023 6:00 PM

To

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Plant City, FL - Hillsborough Community College, Trinkle Center Room 118

1206 North Park Road, Plant City, FL 33563

Louisville, KY (Springhurst)

Jun 6, 2023 1:30 PM

To

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Jun 6, 2023 6:00 PM

To

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Louisville, KY (Northeast) - Holiday Inn Express Northeast, Meeting Room A

3711 Chamberlain Lane, Louisville, KY 40241

Columbus, OH (Ohio State University)

Jun 6, 2023 1:30 PM

To

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Jun 6, 2023 6:00 PM

To

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Columbus, OH - The Ohio State University, Fawcett Center

2400 Olentangy River Road, Columbus, OH 43210

Owasso, OK

Jun 20, 2023 1:30 PM

To

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Jun 20, 2023 6:00 PM

To

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Owasso, OK - Hampton Inn Owasso, The Banquet Hall

9009 N 121st E Ave, Owasso, OK 74055

Norman, OK

Jun 6, 2023 1:30 PM

To

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Jun 6, 2023 6:00 PM

To

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Courtyard by Marriott Norman, Pride Room

770 Copperfield Dr, Norman, OK 73072

Glenpool, OK

Jun 6, 2023 1:30 PM

To

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Jun 6, 2023 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.

Glenpool, OK - Glenpool Conference Center, Meeting Room South 2 A&B

12205 S Yukon Ave, Glenpool, OK 74033

Limerick, PA

Jun 6, 2023 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.

Jun 6, 2023 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.

Limerick, PA - Holiday Inn Express, Keystone Room

15 Keystone Dr, Limerick, PA 19468

Mount Juliet, TN

Jun 13, 2023 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.

Jun 13, 2023 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.

Courtyard Nashville Mount Juliet, Providence A Room

1980 Providence Pkwy Mt. Juliet, TN 37122

Gallatin, TN

May 30, 2023 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.

May 30, 2023 6:00 PM

To

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Gallatin, TN - Volunteer State Community College, SRB Humanities Building, Room 251

1480 Nashville Pike, Gallatin, TN 37066

Colleyville, TX

Jun 6, 2023 10:30 AM

To

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Jun 6, 2023 1:30 PM

To

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Colleyville Center - Conference Room

5301 Riverwalk Drive Colleyville, TX 76034

Flower Mound, TX

Jun 20, 2023 10:30 AM

To

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Jun 20, 2023 1:30 PM

To

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Flower Mound, TX - Courtyard by Marriott Flower Mound, Trinity Ballroom

4330 Courtyard Way, Flower Mound, TX 75028

Denton, TX

Jun 6, 2023 10:30 AM

To

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Jun 6, 2023 1:30 PM

To

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University of North Texas, University Union

1155 Union Circle Denton, Texas 76203

Pflugerville, TX

May 30, 2023 1:30 PM

To

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May 30, 2023 6:00 PM

To

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Pflugerville, TX - Best Western Plus Pflugerville Inn & Suites

16101 Impact Way, Pflugerville, TX 78660

Fredericksburg, TX

May 30, 2023 10:30 AM

To

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May 30, 2023 1:30 PM

To

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Fredericksburg, TX - Hill Country University Center, HEB Room 134

2818 E. U.S. Highway 290, Fredericksburg, TX 78624

Duncanville, TX

Jun 13, 2023 1:30 PM

To

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Jun 13, 2023 6:00 PM

To

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Duncanville, TX - Hampton Inn & Suites, Meeting Room

202 East Interstate Hwy 20, Duncanville, TX 75116

Dripping Springs, TX

Jun 14, 2023 10:30 AM

To

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Jun 14, 2023 1:30 PM

To

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Dripping Springs, TX - Holiday Inn Express, Lonestar Room

333 East Highway 290, Dripping Springs, TX 78620

Austin, TX (South Austin)

Jun 20, 2023 1:30 PM

To

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Jun 20, 2023 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.

Austin, TX - Courtyard by Marriott - Austin South, Wooten Meeting Room

4533 South IH 35, Austin, TX 78744

Tremonton, UT

Jun 20, 2023 10:30 AM

To

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Jun 20, 2023 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.

Tremonton, UT - Hampton Inn & Suites, Bear River Room

2145 West Main Street Tremonton, UT, 84337

Cedar City, UT

Jun 6, 2023 10:30 AM

To

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Jun 6, 2023 1:30 PM

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Cedar City, UT - Courtyard by Marriott Cedar City, Bryce Canyon Room

1294 South Interstate Drive, Cedar City, UT 84720

Questions?

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