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

1215 Houbolt Avenue,
Joliet, IL 60431

Victoria Lozano

Hosted By

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Victoria Lozano

Joliet, IL

Joliet, IL — Joliet Junior College, Main Campus, Building U - Room U1009

Dec 5, 2023 1:30 PM

Dec 5, 2023 6:00 PM

Dec 6, 2023 10:30 AM

Dec 6, 2023 1:30 PM

8470 N Overfield Rd,
Coolidge, AZ 85128

Nathan Askins

Hosted By

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Nathan Askins

Coolidge, AZ

Coolidge, AZ — Central Arizona College, Signal Peak Campus - Classroom T116 Lecture Hall

Nov 14, 2023 1:30 PM

Nov 14, 2023 6:00 PM

Nov 15, 2023 10:30 PM

Nov 15, 2023 1:30 PM

14068 Stowe Dr,
Poway, CA 92064

Seth Geist

Hosted By

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Seth Geist

Poway, CA

Poway, CA — Hampton Inn & Suites Poway, Stowe Room

Nov 14, 2023 1:30 PM

Nov 14, 2023 6:00 PM

Nov 15, 2023 10:30 AM

Nov 15, 2023 1:30 PM

2748 E Olivera Rd, Concord, CA 94519

Vaishali Gupta

Hosted By

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Vaishali Gupta

Concord, CA

Concord, CA — Willow Pass Community Center

Nov 14, 2023 10:30 AM

Nov 14, 2023 1:30 PM

Nov 15, 2023 10:30 AM

Nov 15, 2023 1:30 PM

25140 Hancock Avenue,
Murrieta, California, 92562

Seth Geist

Hosted By

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Seth Geist

Murrieta, CA

Hemet, CA - Hampton Inn & Suites, Murrieta / Temecula Room

Dec 5, 2023 1:30 PM

Dec 5, 2023 6:00 PM

Dec 6, 2023 10:30 AM

Dec 6, 2023 1:30 PM

5700 Bay St, Emeryville, CA 94608

Vaishali Gupta

Hosted By

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Vaishali Gupta

Emeryville, CA

Emeryville, CA — Hyatt Place Emeryville / San Francisco Bay Area, Ohlone Room

Dec 5, 2023 10:30 AM

Dec 5, 2023 1:30 PM

Dec 6, 2023 10:30 AM

Dec 6, 2023 1:30 PM

1450 Dry Creek Drive, Longmont, CO 80503

Bethany Copeland

Hosted By

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Bethany Copeland

Longmont, CO

Longmont, CO - Residence Inn Marriott, Meeting Place Room

Dec 5, 2023 1:30 PM

Dec 5, 2023 6:00 PM

Dec 6, 2023 10:30 AM

Dec 6, 2023 1:30 PM

13719 Lincoln Street,
Thornton, CO 80023

Bethany Copeland

Hosted By

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Bethany Copeland

Thornton, CO

Thornton, CO - StayBridge Suites Denver North / Thornton

Nov 14, 2023 1:30 PM

Nov 14, 2023 6:00 PM

Nov 15, 2023 10:30 AM

Nov 15, 2023 1:30 PM

3150 N Chestnut St, Colorado Springs, CO 80907

Emily Griffin

Hosted By

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Emily Griffin

Colorado Springs, CO

Colorado Springs, CO — Best Western Plus Fillmore Inn / Aspen 2 Room

Nov 14, 2023 10:30 AM

Nov 14, 2023 1:30 PM

Nov 14, 2023 6:00 PM

675 Walnut St, Waukee, IA 50263

Trynann Utzinger

Hosted By

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Trynann Utzinger

Waukee, IA

Waukee, IA — Waukee Community Center

Nov 14, 2023 1:30 PM

Nov 14, 2023 6:00 PM

Nov 15, 2023 10:30 AM

Nov 15, 2023 1:30 PM

3702 South Center Street,
Marshalltown, Iowa 50158

Trynann Utzinger

Hosted By

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Trynann Utzinger

Marshalltown, IA

Marshalltown, IA — The Iowa Valley Business and Community Solutions Conference Center at Marshalltown Community College

Dec 5, 2023 1:30 PM

Dec 5, 2023 6:00 PM

Dec 6, 2023 10:30 AM

Dec 6, 2023 1:30 PM

2251 Elkhorn Road,
Lexington, KY 40505

Jacob Sherman

Hosted By

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Jacob Sherman

Lexington, KY

Lexington, KY — Hampton Inn I-75 Lexington / Hamburg, Meeting Room

Nov 14, 2023 1:30 PM

Nov 14, 2023 6:00 PM

Nov 15, 2023 10:30 AM

Nov 15, 2023 1:30 PM

269 Evans Avenue, Mount Sterling, KY, 40353

Jacob Sherman

Hosted By

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Jacob Sherman

Mount Sterling, KY

Mount Sterling, KY - Holiday Inn Express & Suites, Meeting Room

Dec 5, 2023 1:30 PM

Dec 5, 2023 6:00 PM

Dec 6, 2023 10:30 AM

Dec 6, 2023 1:30 PM

O'Fallon, MO — CANCELED

CANCELED — O'Fallon, MO

40 Rowland Avenue,
Delaware, OH 43015

Philip Kebe

Hosted By

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Philip Kebe

Delaware, OH

Delaware, OH — Ohio Wesleyan University, Hamilton-Williams Campus Center, Room 304

Nov 7, 2023 1:30 PM

Nov 7, 2023 6:00 PM

Nov 8, 2023 10:30 AM

Nov 8, 2023 1:30 PM

612 North Grand Avenue,
Tahlequah, OK 74464

Katherine Parmer

Hosted By

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Katherine Parmer

Tahlequah, OK

Tahlequah, OK — Northeastern State University - University Center, Morgan Room

Dec 5, 2023 1:30 PM

Dec 5, 2023 6:00 PM

Dec 6, 2023 10:30 AM

Dec 6, 2023 1:30 PM

3100 New Orleans St,
Broken Arrow, OK 74014

Katherine Parmer

Hosted By

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Katherine Parmer

Broken Arrow, OK

Northeastern State University Broken Arrow, Administration Building - Room 170

Nov 6, 2023 1:30 PM

Nov 6, 2023 6:00 PM

Nov 7, 2023 10:30 AM

Nov 7, 2023 1:30 PM

100 S University Ave,
Enid, OK 73701

Tristan Davis

Hosted By

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Tristan Davis

Enid, OK

Enid, OK — Northern Oklahoma College, Enid Campus / Gantz Student Center

Nov 7, 2023 1:30 PM

Nov 7, 2023 6:00 PM

Nov 8, 2023 10:30 AM

Nov 8, 2023 1:30 PM

325 Madison Street, Suite E1004, Lansdale, PA 19446

Chris Wolf

Hosted By

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Chris Wolf

Lansdale, PA

Lansdale, PA - Chamber of Commerce for Greater Montgomery County, Conference Room

Nov 7, 2023 1:30 PM

Nov 7, 2023 6:00 PM

Nov 8, 2023 10:30 AM

Nov 8, 2023 1:30 PM

110 McSwain Drive,
West Columbia, SC, 29169

McCloud Cox

Hosted By

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McCloud Cox

West Columbia, SC

West Columbia, SC — Hilton Garden Inn Columbia Airport, Governor Room

Nov 7, 2023 1:30 PM

Nov 7, 2023 6:00 PM

Nov 8, 2023 10:30 AM

Nov 8, 2023 1:30 PM

1545 Halifax Dr,
Columbia, TN 38401

William Jenkins

Hosted By

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William Jenkins

Columbia, TN

Columbia, TN - Fairfield Inn by Marriott, Bear Creek Room

Nov 14, 2023 1:30 PM

Nov 14, 2023 6:00 PM

Nov 15, 2023 10:30 AM

Nov 15, 2023 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

Dec 5, 2023 1:30 PM

Dec 5, 2023 6:00 PM

Dec 6, 2023 10:30 PM

Dec 6, 2023 1:30 PM

3100 Town Center Trail,
Denton, TX 76201

Sephora Tshiswaka

Hosted By

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Sephora Tshiswaka

Denton, TX

Denton, TX — Embassy Suites ‑ Denton Convention Center

Nov 7, 2023 1:30 PM

Nov 7, 2023 6:00 PM

Nov 8, 2023 10:30 AM

Nov 8, 2023 1:30 PM

420 Sundance Pkwy,
Round Rock, TX 78681

Rachel Reinke

Hosted By

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Rachel Reinke

Round Rock, TX

Round Rock, TX — Hyatt Place Austin/Round Rock, Round Rock Room

Nov 14, 2023 1:30 PM

Nov 14, 2023 6:00 PM

Nov 15, 2023 11:30 AM

Nov 15, 2023 2:30 PM

260 South Dolan St,
Taylor, TX 76574

Rachel Reinke

Hosted By

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Rachel Reinke

Taylor, TX

Taylor, TX — Dickey-Givens Community Center

Dec 5, 2023 1:30 PM

Dec 5, 2023 6:00 PM

Dec 6, 2023 10:30 AM

Dec 6, 2023 1:30 PM

1 Chamber Way Georgetown TX, 78626

Demi Allen

Hosted By

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Demi Allen

Georgetown, TX

Georgetown, TX - Georgetown Event Center

Dec 5, 2023 1:30 PM

Dec 5, 2023 6:00 PM

Dec 6, 2023 10:30 AM

Dec 6, 2023 1:30 PM

401 N. Alexander St.
Belton, Texas 76513

Demi Allen

Hosted By

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Demi Allen

Belton, TX

Belton, TX — Harris Community Center, Kinchion Room

Nov 14, 2023 1:30 PM

Nov 14, 2023 6:00 PM

Nov 15, 2023 10:30 AM

Nov 15, 2023 1:30 PM

2220 W Grapevine Mills Circle, Grapevine, TX 76051

Manda Mosley Maier

Hosted By

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Manda Mosley Maier

Grapevine, TX

Grapevine, TX - Hyatt Place Dallas/Grapevine, Meeting Place 1 & 2

Nov 14, 2023 10:30 AM

Nov 14, 2023 1:30 PM

Nov 15, 2023 10:30 AM

Nov 15, 2023 1:30 PM

Joliet, IL

Dec 5, 2023 1:30 PM

To

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Dec 5, 2023 6:00 PM

To

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Joliet, IL — Joliet Junior College, Main Campus, Building U - Room U1009

1215 Houbolt Avenue, Joliet, IL 60431

Coolidge, AZ

Nov 14, 2023 1:30 PM

To

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Nov 14, 2023 6:00 PM

To

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Coolidge, AZ — Central Arizona College, Signal Peak Campus - Classroom T116 Lecture Hall

8470 N Overfield Rd, Coolidge, AZ 85128

Poway, CA

Nov 14, 2023 1:30 PM

To

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Nov 14, 2023 6:00 PM

To

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Poway, CA — Hampton Inn & Suites Poway, Stowe Room

14068 Stowe Dr, Poway, CA 92064

Concord, CA

Nov 14, 2023 10:30 AM

To

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Nov 14, 2023 1:30 PM

To

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Concord, CA — Willow Pass Community Center

2748 E Olivera Rd, Concord, CA 94519

Murrieta, CA

Dec 5, 2023 1:30 PM

To

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Dec 5, 2023 6:00 PM

To

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Hemet, CA - Hampton Inn & Suites, Murrieta / Temecula Room

25140 Hancock Avenue, Murrieta, California, 92562

Emeryville, CA

Dec 5, 2023 10:30 AM

To

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Dec 5, 2023 1:30 PM

To

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Emeryville, CA — Hyatt Place Emeryville / San Francisco Bay Area, Ohlone Room

5700 Bay St, Emeryville, CA 94608

Longmont, CO

Dec 5, 2023 1:30 PM

To

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Dec 5, 2023 6:00 PM

To

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Longmont, CO - Residence Inn Marriott, Meeting Place Room

1450 Dry Creek Drive, Longmont, CO 80503

Thornton, CO

Nov 14, 2023 1:30 PM

To

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Nov 14, 2023 6:00 PM

To

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Thornton, CO - StayBridge Suites Denver North / Thornton

13719 Lincoln Street, Thornton, CO 80023

Colorado Springs, CO

Nov 14, 2023 10:30 AM

To

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Nov 14, 2023 1:30 PM

To

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Colorado Springs, CO — Best Western Plus Fillmore Inn / Aspen 2 Room

3150 N Chestnut St, Colorado Springs, CO 80907

Waukee, IA

Nov 14, 2023 1:30 PM

To

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Nov 14, 2023 6:00 PM

To

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Waukee, IA — Waukee Community Center

675 Walnut St, Waukee, IA 50263

Marshalltown, IA

Dec 5, 2023 1:30 PM

To

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Dec 5, 2023 6:00 PM

To

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Marshalltown, IA — The Iowa Valley Business and Community Solutions Conference Center at Marshalltown Community College

3702 South Center Street, Marshalltown, Iowa 50158

Lexington, KY

Nov 14, 2023 1:30 PM

To

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Nov 14, 2023 6:00 PM

To

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Lexington, KY — Hampton Inn I-75 Lexington / Hamburg, Meeting Room

2251 Elkhorn Road, Lexington, KY 40505

Mount Sterling, KY

Dec 5, 2023 1:30 PM

To

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Dec 5, 2023 6:00 PM

To

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Mount Sterling, KY - Holiday Inn Express & Suites, Meeting Room

269 Evans Avenue, Mount Sterling, KY, 40353

O'Fallon, MO — CANCELED

To

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To

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CANCELED — O'Fallon, MO

Delaware, OH

Nov 7, 2023 1:30 PM

To

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Nov 7, 2023 6:00 PM

To

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Delaware, OH — Ohio Wesleyan University, Hamilton-Williams Campus Center, Room 304

40 Rowland Avenue, Delaware, OH 43015

Tahlequah, OK

Dec 5, 2023 1:30 PM

To

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Dec 5, 2023 6:00 PM

To

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Tahlequah, OK — Northeastern State University - University Center, Morgan Room

612 North Grand Avenue, Tahlequah, OK 74464

Broken Arrow, OK

Nov 6, 2023 1:30 PM

To

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Nov 6, 2023 6:00 PM

To

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Northeastern State University Broken Arrow, Administration Building - Room 170

3100 New Orleans St, Broken Arrow, OK 74014

Enid, OK

Nov 7, 2023 1:30 PM

To

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Nov 7, 2023 6:00 PM

To

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Enid, OK — Northern Oklahoma College, Enid Campus / Gantz Student Center

100 S University Ave, Enid, OK 73701

Lansdale, PA

Nov 7, 2023 1:30 PM

To

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Nov 7, 2023 6:00 PM

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Lansdale, PA - Chamber of Commerce for Greater Montgomery County, Conference Room

325 Madison Street, Suite E1004, Lansdale, PA 19446

West Columbia, SC

Nov 7, 2023 1:30 PM

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Nov 7, 2023 6:00 PM

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West Columbia, SC — Hilton Garden Inn Columbia Airport, Governor Room

110 McSwain Drive, West Columbia, SC, 29169

Columbia, TN

Nov 14, 2023 1:30 PM

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Nov 14, 2023 6:00 PM

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Columbia, TN - Fairfield Inn by Marriott, Bear Creek Room

1545 Halifax Dr, Columbia, TN 38401

Smyrna, TN

Dec 5, 2023 1:30 PM

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Dec 5, 2023 6:00 PM

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

5004 Motlow College Blvd, Smyrna, TN 37167

Denton, TX

Nov 7, 2023 1:30 PM

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Nov 7, 2023 6:00 PM

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Denton, TX — Embassy Suites ‑ Denton Convention Center

3100 Town Center Trail, Denton, TX 76201

Round Rock, TX

Nov 14, 2023 1:30 PM

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Nov 14, 2023 6:00 PM

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Round Rock, TX — Hyatt Place Austin/Round Rock, Round Rock Room

420 Sundance Pkwy, Round Rock, TX 78681

Taylor, TX

Dec 5, 2023 1:30 PM

To

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Dec 5, 2023 6:00 PM

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Taylor, TX — Dickey-Givens Community Center

260 South Dolan St, Taylor, TX 76574

Georgetown, TX

Dec 5, 2023 1:30 PM

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Dec 5, 2023 6:00 PM

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Georgetown, TX - Georgetown Event Center

1 Chamber Way Georgetown TX, 78626

Belton, TX

Nov 14, 2023 1:30 PM

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Nov 14, 2023 6:00 PM

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Belton, TX — Harris Community Center, Kinchion Room

401 N. Alexander St. Belton, Texas 76513

Grapevine, TX

Nov 14, 2023 10:30 AM

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Nov 14, 2023 1:30 PM

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Grapevine, TX - Hyatt Place Dallas/Grapevine, Meeting Place 1 & 2

2220 W Grapevine Mills Circle, Grapevine, TX 76051

Questions?

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