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

Jan 3, 2023 1:30 PM

Jan 3, 2023 6:00 PM

Jan 4, 2023 10:30 AM

Jan 4, 2023 1:30 PM

14465 R H Johnson Blvd
Sun City West AZ 85375

Nathan Askins

Hosted By

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Nathan Askins

Sun City West, AZ

Sun City West Foundation, Palo Verde Room

Jan 3, 2023 1:30 PM

Jan 3, 2023 6:00 PM

Jan 4, 2023 10:30 PM

Jan 4, 2023 1:30 PM

20768 E Maya Rd
Queen Creek, AZ 85142

Nathan Askins

Hosted By

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Nathan Askins

Queen Creek, AZ

Hampton Inn & Suites Queen Creek, Meeting Room

Oct 26, 2022 1:30 PM

Oct 26, 2022 6:00 PM

Oct 27, 2022 10:30 PM

Oct 27, 2022 1:30 PM

10831 S 51st St.
Phoenix, AZ 85044

Nathan Askins

Hosted By

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Nathan Askins

Phoenix, AZ

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

Nov 29, 2022 1:30 PM

Nov 29, 2022 6:00 PM

Nov 30, 2022 10:30 AM

Nov 30, 2022 1:30 PM

1600 S College St
Mountain Home, AR 72653

Laura Pope

Hosted By

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Laura Pope

Mountain Home, AR

Arkansas State University Mountain Home — The Sheid, Art Council Conference Room

Sep 6, 2022 1:30 PM

Sep 6, 2022 6:00 PM

Sep 7, 2022 10:30 AM

Sep 7, 2022 1:30 PM

922 E. Emma Ave.
Springdale, AR 72764

Laura Pope

Hosted By

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Laura Pope

Springdale, AR

The Jones Center - Room 260

Dec 6, 2022 1:30 PM

Dec 6, 2022 6:00 PM

Dec 7, 2022 10:30 AM

Dec 7, 2022 1:30 PM

2505 East Oak St.
Conway, AR 72032

Laura Pope

Hosted By

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Laura Pope

Conway, AR New Dates

Conway Expo & Event Center

Oct 25, 2022 10:30 AM

Oct 25, 2022 1:30 PM

Oct 25, 2022 6:00 PM

632 East Street
Chula Vista, CA 91910

Seth Geist

Hosted By

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Seth Geist

Chula Vista, CA

Holiday Inn Express San Diego/Chula Vista - Admiral Room

Nov 29, 2022 1:30 PM

Nov 29, 2022 6:00 PM

Nov 30, 2022 10:30 AM

Nov 30, 2022 1:30 PM

621 Hwy 101,
Solana Beach, CA 92075

Seth Geist

Hosted By

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Seth Geist

Solana Beach, CA

Holiday Inn Express Solana Beach - Del Mar, The Great Room

Oct 25, 2022 1:30 PM

Oct 25, 2022 6:00 PM

Oct 26, 2022 10:30 AM

Oct 26, 2022 1:30 PM

470 S Allison Pkwy,
Lakewood, CO, 80226

Emily Griffin

Hosted By

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Emily Griffin

Lakewood, CO

Lakewood Cultural Center, Community Room

Oct 25, 2022 1:30 PM

Oct 25, 2022 6:00 PM

Oct 26, 2022 10:30 AM

Oct 26, 2022 1:30 PM

3645 West 112th Avenue
Westminster, CO

Emily Griffin

Hosted By

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Emily Griffin

Westminster, CO

Front Range Community College, Westminster Campus - Timberline Room (C0577)

Nov 29, 2022 1:30 PM

Nov 29, 2022 6:00 PM

Nov 30, 2022 10:30 AM

Nov 30, 2022 1:30 PM

26000 Sierra Center Boulevard, Lutz, FL 33559

Christian Smith

Hosted By

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Christian Smith

Lutz, FL

Sierra Conference Center at Hyatt Place Tampa / Wesley Chapel - Magnolia 2 Room

Dec 6, 2022 1:30 PM

Dec 6, 2022 6:00 PM

Dec 7, 2022 10:30 AM

Dec 7, 2022 1:30 PM

140 Osbourne Way Georgetown, KY 40324

Jacob Sherman

Hosted By

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Jacob Sherman

Georgetown, KY

Holiday Inn Express - Georgetown, Avalon Room

Nov 29, 2022 1:30 PM

Nov 29, 2022 6:00 PM

Nov 30, 2022 10:30 AM

Nov 30, 2022 1:30 PM

1005 Richardson Road
Groveport, OH 43125

Mackenzie Jensen

Hosted By

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Mackenzie Jensen

Groveport, OH

The Paddock Pub at The Links Event Center

Dec 6, 2022 1:30 PM

Dec 6, 2022 6:00 PM

Dec 7, 2022 10:30 AM

Dec 7, 2022 1:30 PM

3100 New Orleans St
Broken Arrow, OK 74014

Jeff Burritt

Hosted By

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Jeff Burritt

Broken Arrow, OK

Northeastern State University Broken Arrow, Administration Building - Room 170

Sep 6, 2022 1:30 PM

Sep 6, 2022 6:00 PM

Sep 7, 2022 10:30 AM

Sep 7, 2022 1:30 PM

711 S. George Nigh Expressway
McAlester, Oklahoma 74501

Jeff Burritt

Hosted By

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Jeff Burritt

McAlester, OK

Hampton Inn & Suites McAlester, Meeting Room

Jan 3, 2023 1:30 PM

Jan 3, 2023 6:00 PM

Jan 4, 2023 10:30 AM

Jan 4, 2023 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

Nov 29, 2022 1:30 PM

Nov 29, 2022 6:00 PM

Nov 30, 2022 10:30 AM

Nov 30, 2022 1:30 PM

6191 Hudiburg Drive, Midwest City, OK 73110

Katherine Parmer

Hosted By

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Katherine Parmer

Midwest City, OK

Rose State Community College, Learning Center - Room 102

Nov 29, 2022 1:30 PM

Nov 29, 2022 6:00 PM

Nov 30, 2022 10:30 AM

Nov 30, 2022 1:30 PM

431 W Valley Forge Rd, King of Prussia, PA 19406

Shannon Stefanelli

Hosted By

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Shannon Stefanelli

King of Prussia, PA

Upper Merion Community Center

Dec 6, 2022 1:30 PM

Dec 6, 2022 6:00 PM

Dec 7, 2022 10:30 AM

Dec 7, 2022 1:30 PM

5004 Motlow College Blvd,
Smyrna, TN 37167

William Jenkins

Hosted By

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William Jenkins

Smyrna, TN

Motlow State Community College - Smyrna Campus, Hiatt-Spivey Center Room 331

Oct 25, 2022 1:30 PM

Oct 25, 2022 6:00 PM

Oct 26, 2022 10:30 PM

Oct 26, 2022 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

Nov 29, 2022 1:30 PM

Nov 29, 2022 6:00 PM

Nov 30, 2022 10:30 PM

Nov 30, 2022 1:30 PM

150 Laureate Avenue
Springfield, TN 37172

William Jenkins

Hosted By

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William Jenkins

Springfield, TN

Volunteer State Community College, Springfield Campus - Community Room

Nov 8, 2022 10:30 AM

Nov 8, 2022 1:30 PM

Nov 9, 2022 10:30 AM

Nov 9, 2022 1:30 PM

1 Chamber Way Georgetown TX, 78626

Demi Allen

Hosted By

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Demi Allen

Georgetown, TX

Georgetown Event Center

Dec 6, 2022 10:30 AM

Dec 6, 2022 1:30 PM

Dec 6, 2022 6:00 PM

201 U.S. 287 Frontage Rd,
Mansfield, TX 76063

Manda Mosley Maier

Hosted By

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Manda Mosley Maier

Mansfield, TX

Holiday Inn Express & Suites, Classroom

Oct 25, 2022 10:30 AM

Oct 25, 2022 1:30 PM

Oct 26, 2022 10:30 AM

Oct 26, 2022 1:30 PM

1201 Raiford Road
Carrollton, TX 75007

Rachel Wilson

Hosted By

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Rachel Wilson

Carrollton, TX

The Carrollton Conference Center at Dallas Carrollton Courtyard

Dec 6, 2022 1:30 PM

Dec 6, 2022 6:00 PM

Dec 7, 2022 10:30 AM

Dec 7, 2022 1:30 PM

1408 Town Center Drive
Pflugerville, TX 78660

Rachel Reinke

Hosted By

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Rachel Reinke

Pflugerville, TX

LaQuinta Inn / Hawthorn Suites Pflugerville

Dec 6, 2022 1:30 PM

Dec 6, 2022 6:00 PM

Dec 7, 2022 10:30 AM

Dec 7, 2022 1:30 PM

151 Bunton Creek Rd,
Kyle, TX 78640

Rachel Reinke

Hosted By

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Rachel Reinke

Kyle, TX

Hampton Inn Kyle, Meeting Room

Oct 25, 2022 1:30 PM

Oct 25, 2022 6:00 PM

Oct 26, 2022 10:30 AM

Oct 26, 2022 1:30 PM

1701 W Boyce Ave
Fort Worth, TX 76115

Manda Mosley Maier

Hosted By

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Manda Mosley Maier

Fort Worth, TX

The Riley Center at Southwestern Baptist Theological Seminary - Room RC243

Jan 3, 2023 10:30 AM

Jan 3, 2023 1:30 PM

Jan 4, 2023 10:30 AM

Jan 4, 2023 1:30 PM

3900 Parrish St,
Bellmead, Texas 76705

Demi Allen

Hosted By

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Demi Allen

Bellmead, TX

Bellmead Civic Center, Senior Room

Oct 25, 2022 1:30 PM

Oct 25, 2022 6:00 PM

Oct 26, 2022 10:30 AM

Oct 26, 2022 1:30 PM

5230 Denton Highway, Haltom City, TX 76117

Manda Mosley Maier

Hosted By

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Manda Mosley Maier

Haltom City, TX

Tarrant Events Center

Nov 29, 2022 10:30 AM

Nov 29, 2022 1:30 PM

Nov 30, 2022 10:30 AM

Nov 30, 2022 1:30 PM

3524 South Market Street,
West Valley City, UT 84119

Crystal Flynn

Hosted By

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Crystal Flynn

West Valley City, UT

Embassy Suites West Valley City - Promenade Room

Sep 6, 2022 1:30 PM

Sep 6, 2022 6:00 PM

Sep 7, 2022 10:30 AM

Sep 7, 2022 1:30 PM

Imperial Beach, CA

Jan 3, 2023 1:30 PM

To

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Jan 3, 2023 6:00 PM

To

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Hampton Inn & Suites, Leland Orr Room

771 Palm Avenue Imperial Beach, CA 91932

Sun City West, AZ

Jan 3, 2023 1:30 PM

To

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Jan 3, 2023 6:00 PM

To

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Sun City West Foundation, Palo Verde Room

14465 R H Johnson Blvd Sun City West AZ 85375

Queen Creek, AZ

Oct 26, 2022 1:30 PM

To

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Oct 26, 2022 6:00 PM

To

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Hampton Inn & Suites Queen Creek, Meeting Room

20768 E Maya Rd Queen Creek, AZ 85142

Phoenix, AZ

Nov 29, 2022 1:30 PM

To

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Nov 29, 2022 6:00 PM

To

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

10831 S 51st St. Phoenix, AZ 85044

Mountain Home, AR

Sep 6, 2022 1:30 PM

To

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Sep 6, 2022 6:00 PM

To

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Arkansas State University Mountain Home — The Sheid, Art Council Conference Room

1600 S College St Mountain Home, AR 72653

Springdale, AR

Dec 6, 2022 1:30 PM

To

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Dec 6, 2022 6:00 PM

To

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The Jones Center - Room 260

922 E. Emma Ave. Springdale, AR 72764

Conway, AR New Dates

Oct 25, 2022 10:30 AM

To

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Oct 25, 2022 1:30 PM

To

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Conway Expo & Event Center

2505 East Oak St. Conway, AR 72032

Chula Vista, CA

Nov 29, 2022 1:30 PM

To

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Nov 29, 2022 6:00 PM

To

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Holiday Inn Express San Diego/Chula Vista - Admiral Room

632 East Street Chula Vista, CA 91910

Solana Beach, CA

Oct 25, 2022 1:30 PM

To

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Oct 25, 2022 6:00 PM

To

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Holiday Inn Express Solana Beach - Del Mar, The Great Room

621 Hwy 101, Solana Beach, CA 92075

Lakewood, CO

Oct 25, 2022 1:30 PM

To

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Oct 25, 2022 6:00 PM

To

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Lakewood Cultural Center, Community Room

470 S Allison Pkwy, Lakewood, CO, 80226

Westminster, CO

Nov 29, 2022 1:30 PM

To

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Nov 29, 2022 6:00 PM

To

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Front Range Community College, Westminster Campus - Timberline Room (C0577)

3645 West 112th Avenue Westminster, CO

Lutz, FL

Dec 6, 2022 1:30 PM

To

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Dec 6, 2022 6:00 PM

To

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Sierra Conference Center at Hyatt Place Tampa / Wesley Chapel - Magnolia 2 Room

26000 Sierra Center Boulevard, Lutz, FL 33559

Georgetown, KY

Nov 29, 2022 1:30 PM

To

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Nov 29, 2022 6:00 PM

To

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Holiday Inn Express - Georgetown, Avalon Room

140 Osbourne Way Georgetown, KY 40324

Groveport, OH

Dec 6, 2022 1:30 PM

To

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Dec 6, 2022 6:00 PM

To

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The Paddock Pub at The Links Event Center

1005 Richardson Road Groveport, OH 43125

Broken Arrow, OK

Sep 6, 2022 1:30 PM

To

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Sep 6, 2022 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

McAlester, OK

Jan 3, 2023 1:30 PM

To

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Jan 3, 2023 6:00 PM

To

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Hampton Inn & Suites McAlester, Meeting Room

711 S. George Nigh Expressway McAlester, Oklahoma 74501

Owasso, OK

Nov 29, 2022 1:30 PM

To

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Nov 29, 2022 6:00 PM

To

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Hampton Inn Owasso — The Banquet Hall

9009 N 121st E Ave Owasso, OK 74055

Midwest City, OK

Nov 29, 2022 1:30 PM

To

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Nov 29, 2022 6:00 PM

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Rose State Community College, Learning Center - Room 102

6191 Hudiburg Drive, Midwest City, OK 73110

King of Prussia, PA

Dec 6, 2022 1:30 PM

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Dec 6, 2022 6:00 PM

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Upper Merion Community Center

431 W Valley Forge Rd, King of Prussia, PA 19406

Smyrna, TN

Oct 25, 2022 1:30 PM

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Oct 25, 2022 6:00 PM

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Motlow State Community College - Smyrna Campus, Hiatt-Spivey Center Room 331

5004 Motlow College Blvd, Smyrna, TN 37167

Mount Juliet, TN

Nov 29, 2022 1:30 PM

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Nov 29, 2022 6:00 PM

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Courtyard Nashville Mount Juliet, Providence A Room

1980 Providence Pkwy Mt. Juliet, TN 37122

Springfield, TN

Nov 8, 2022 10:30 AM

To

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Nov 8, 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.

Volunteer State Community College, Springfield Campus - Community Room

150 Laureate Avenue Springfield, TN 37172

Georgetown, TX

Dec 6, 2022 10:30 AM

To

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Dec 6, 2022 1:30 PM

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Georgetown Event Center

1 Chamber Way Georgetown TX, 78626

Mansfield, TX

Oct 25, 2022 10:30 AM

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Oct 25, 2022 1:30 PM

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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.

Holiday Inn Express & Suites, Classroom

201 U.S. 287 Frontage Rd, Mansfield, TX 76063

Carrollton, TX

Dec 6, 2022 1:30 PM

To

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Dec 6, 2022 6:00 PM

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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.

The Carrollton Conference Center at Dallas Carrollton Courtyard

1201 Raiford Road Carrollton, TX 75007

Pflugerville, TX

Dec 6, 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.

Dec 6, 2022 6:00 PM

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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.

LaQuinta Inn / Hawthorn Suites Pflugerville

1408 Town Center Drive Pflugerville, TX 78660

Kyle, TX

Oct 25, 2022 1:30 PM

To

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Oct 25, 2022 6:00 PM

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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.

Hampton Inn Kyle, Meeting Room

151 Bunton Creek Rd, Kyle, TX 78640

Fort Worth, TX

Jan 3, 2023 10:30 AM

To

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Jan 3, 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.

The Riley Center at Southwestern Baptist Theological Seminary - Room RC243

1701 W Boyce Ave Fort Worth, TX 76115

Bellmead, TX

Oct 25, 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.

Oct 25, 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.

Bellmead Civic Center, Senior Room

3900 Parrish St, Bellmead, Texas 76705

Haltom City, TX

Nov 29, 2022 10:30 AM

To

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Nov 29, 2022 1:30 PM

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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.

Tarrant Events Center

5230 Denton Highway, Haltom City, TX 76117

West Valley City, UT

Sep 6, 2022 1:30 PM

To

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Sep 6, 2022 6:00 PM

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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.

Embassy Suites West Valley City - Promenade Room

3524 South Market Street, West Valley City, UT 84119

Questions?

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