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

10831 S 51st St.
Phoenix, AZ 85044
Nathan Askins
Hosted By
|
Nathan Askins

Phoenix, AZ

Address
Four Points by Sheraton Phoenix South Mountain, Rosewood/Ironwood Room
Jul 12, 2022 1:30 PM
Jul 12, 2022 6:00 PM
Jul 13, 2022 10:30 AM
Jul 13, 2022 1:30 PM
Register
508 N. Lincoln St
Cabot, AR 72023
Laura Pope
Hosted By
|
Laura Pope

Cabot, AR

Address
Veterans Park Event Center, Independence Room
Jul 12, 2022 10:30 AM
Jul 12, 2022 2:00 PM
Jul 12, 2022 6:00 PM
Jul 12, 2022 6:00 PM
Register
2424 Fenton St
Chula Vista, CA 91914
Seth Geist
Hosted By
|
Seth Geist

Chula Vista, CA

Address
Hampton Inn Chula Vista East Lake - Otay Lakes Room
Jul 12, 2022 1:30 PM
Jul 12, 2022 6:00 PM
Jul 13, 2022 10:30 AM
Jul 13, 2022 1:30 PM
Register
5280 Arena Circle
Loveland, CO 80538
Emily Griffin
Hosted By
|
Emily Griffin

Loveland, CO

Address
Ranch Events Complex / Larimer County Conference Center - Brown & Beard Meeting Room
Jun 28, 2022 1:30 PM
Jun 28, 2022 6:00 PM
Jun 29, 2022 10:30 AM
Jun 29, 2022 1:30 PM
Register
78 S Sandusky St
Delaware, OH 43015
Mackenzie Jensen
Hosted By
|
Mackenzie Jensen

Delaware, OH

Address
Ohio Wesleyan University, R. W. Corns Building - Room 203
Jul 12, 2022 1:30 PM
Jul 12, 2022 6:00 PM
Jul 13, 2022 10:30 AM
Jul 13, 2022 1:30 PM
Register
521 Dr. Martin Luther King Jr. Blvd.
Murfreesboro, TN 37130
William Jenkins
Hosted By
|
William Jenkins

Murfreesboro, TN

Address
Patterson Park Community Center, Meeting Room A
Jun 28, 2022 1:30 PM
Jun 28, 2022 6:00 PM
Jun 29, 2022 10:30 AM
Jun 29, 2022 1:30 PM
Register
1315 East New Hope Drive
Cedar Park, TX 78641
Rachel Reinke
Hosted By
|
Rachel Reinke

Cedar Park, TX

Address
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
Register
2000 E. Spring Creek Pkwy.
Plano, Texas 75074
Rachel Wilson
Hosted By
|
Rachel Wilson

Plano, TX

Address
Plano Event Center, Sunny Slope Room
Jun 28, 2022 1:30 PM
Jun 28, 2022 6:00 PM
Jun 29, 2022 10:30 AM
Jun 29, 2022 1:30 PM
Register
1209 N Interstate 35 Frontage Rd Round Rock, TX 78664
Rachel Reinke
Hosted By
|
Rachel Reinke

Round Rock, TX

Address
Williamson Conference Center, Section III
Jul 12, 2022 1:30 PM
Jul 12, 2022 6:00 PM
Jul 13, 2022 10:30 AM
Jul 13, 2022 1:30 PM
Register
2145 West Main Street
Tremonton, UT, 84337
Crystal Flynn
Hosted By
|
Crystal Flynn

Tremonton, UT

Address
Hampton Inn & Suites, Bear River Room
Jun 28, 2022 1:30 PM
Jun 28, 2022 6:00 PM
Jun 29, 2022 10:30 AM
Jun 29, 2022 1:30 PM
Register
2393 South 800 West
Woods Cross, Utah, 84087
Crystal Flynn
Hosted By
|
Crystal Flynn

Woods Cross, UT

Address
Hampton Inn Salt Lake City - North, Meeting Room
Jul 12, 2022 1:30 PM
Jul 12, 2022 6:00 PM
Jul 13, 2022 10:30 AM
Jul 13, 2022 1:30 PM
Register

Not Seeing a Workshop in Your Area?

Book a Consult

Phoenix, AZ

Phone Number

Jul 12, 2022 1:30 PM

To

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Phone Number

Jul 12, 2022 6:00 PM

To

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Phone Number

Four Points by Sheraton Phoenix South Mountain, Rosewood/Ironwood Room

Phone Number

10831 S 51st St. Phoenix, AZ 85044

Register
Get Directions

Cabot, AR

Phone Number

Jul 12, 2022 10:30 AM

To

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Phone Number

Jul 12, 2022 2:00 PM

To

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Phone Number

Veterans Park Event Center, Independence Room

Phone Number

508 N. Lincoln St Cabot, AR 72023

Register
Get Directions

Chula Vista, CA

Phone Number

Jul 12, 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.

Phone Number

Jul 12, 2022 6:00 PM

To

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Phone Number

Hampton Inn Chula Vista East Lake - Otay Lakes Room

Phone Number

2424 Fenton St Chula Vista, CA 91914

Register
Get Directions

Loveland, CO

Phone Number

Jun 28, 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.

Phone Number

Jun 28, 2022 6:00 PM

To

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Phone Number

Ranch Events Complex / Larimer County Conference Center - Brown & Beard Meeting Room

Phone Number

5280 Arena Circle Loveland, CO 80538

Register
Get Directions

Delaware, OH

Phone Number

Jul 12, 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.

Phone Number

Jul 12, 2022 6:00 PM

To

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Phone Number

Ohio Wesleyan University, R. W. Corns Building - Room 203

Phone Number

78 S Sandusky St Delaware, OH 43015

Register
Get Directions

Murfreesboro, TN

Phone Number

Jun 28, 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.

Phone Number

Jun 28, 2022 6:00 PM

To

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Phone Number

Patterson Park Community Center, Meeting Room A

Phone Number

521 Dr. Martin Luther King Jr. Blvd. Murfreesboro, TN 37130

Register
Get Directions

Cedar Park, TX

Phone Number

Jun 21, 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.

Phone Number

Jun 21, 2022 6:00 PM

To

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Phone Number

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

Phone Number

1315 East New Hope Drive Cedar Park, TX 78641

Register
Get Directions

Plano, TX

Phone Number

Jun 28, 2022 1:30 PM

To

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Phone Number

Jun 28, 2022 6:00 PM

To

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Phone Number

Plano Event Center, Sunny Slope Room

Phone Number

2000 E. Spring Creek Pkwy. Plano, Texas 75074

Register
Get Directions

Round Rock, TX

Phone Number

Jul 12, 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.

Phone Number

Jul 12, 2022 6:00 PM

To

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Phone Number

Williamson Conference Center, Section III

Phone Number

1209 N Interstate 35 Frontage Rd Round Rock, TX 78664

Register
Get Directions

Tremonton, UT

Phone Number

Jun 28, 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.

Phone Number

Jun 28, 2022 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.

Phone Number

Hampton Inn & Suites, Bear River Room

Phone Number

2145 West Main Street Tremonton, UT, 84337

Register
Get Directions

Woods Cross, UT

Phone Number

Jul 12, 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.

Phone Number

Jul 12, 2022 6:00 PM

To

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Phone Number

Hampton Inn Salt Lake City - North, Meeting Room

Phone Number

2393 South 800 West Woods Cross, Utah, 84087

Register
Get Directions

Questions?