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

1403 Sycamore Road
DeKlab, IL 60115

Victoria Lozano

Hosted By

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Victoria Lozano

Dekalb, IL

Dekalb, IL — Hopkins Park Community Center, Lower Level Room

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

2000 North Litchfield Road,
Goodyear, AZ 85395

Nathan Askins

Hosted By

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Nathan Askins

Goodyear, AZ

Hampton Inn & Suites, Pavilion 2 Room

Apr 30, 2024 1:30 PM

Apr 30, 2024 6:00 PM

May 1, 2024 10:30 AM

May 1, 2024 1:30 PM

2626 East Pecos Road
Chandler, AZ 85225

Nathan Askins

Hosted By

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Nathan Askins

Gilbert, AZ

Gilbert, AZ — Chandler-Gilbert Community College - Pecos Campus

May 14, 2024 10:30 AM

May 14, 2024 6:00 PM

May 15, 2024 10:30 AM

May 15, 2024 1:30 PM

3303 South Pinnacle Hills Pkwy,
Rogers, AR 72758

Laura Pope

Hosted By

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Laura Pope

Rogers, AR

Rogers, AR — Embassy Suites Convention Center, Conference C Room

May 7, 2024 2:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

1000 Fairgrounds Drive,
Vallejo, CA 94589

Vaishali Gupta

Hosted By

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Vaishali Gupta

Vallejo, CA

Vallejo, CA — Courtyard by Marriott Vallejo/Napa, Salon A

May 14, 2024 1:30 PM

May 14, 2024 6:00 PM

May 15, 2024 10:30 AM

May 15, 2024 1:30 PM

3700 West Florida Avenue
Hemet, CA 92545

Seth Geist

Hosted By

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Seth Geist

Hemet, CA

Hemet, CA - Hampton Inn & Suites Hemet, Ramona Room

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

2821 E Harmony Road
Fort Collins, Colorado 80528

Bethany Copeland

Hosted By

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Bethany Copeland

Fort Collins, CO

Fort Collins, CO — Hilton Garden Inn Fort Collins, Cottonwood Room

Apr 29, 2024 1:30 PM

Apr 29, 2024 6:00 PM

Apr 30, 2024 10:30 AM

Apr 30, 2024 1:30 PM

10488 West Centennial Road
Littleton, CO 80127

Emily Griffin

Hosted By

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Emily Griffin

Littleton, CO

Littleton, CO - Reel Event Center

Apr 30, 2024 1:30 PM

Apr 30, 2024 6:00 PM

May 1, 2024 10:30 AM

May 1, 2024 1:30 PM

2508 South Beach Parkway
Jacksonville Beach, FL 32250

Jett Clarke

Hosted By

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Jett Clarke

Jacksonville Beach, FL

Jacksonville Beach, FL - Jacksonville Beach Community Center & Exhibition Hall, Conference Room

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

100 Winchester Plaza
Winchester, KY 40391

Jacob Sherman

Hosted By

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Jacob Sherman

Winchester, KY

Winchester, KY - Holiday Inn Express Lexington East / Winchester

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

102 Edinburgh Drive
Cary, North Carolina 27511

Taylor Way

Hosted By

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Taylor Way

Cary, NC

Cary, NC - Courtyard by Marriott - Raleigh/Cary, Dogwood Room

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

1360 Lancaster Pike
Circleville, OH 43113

Philip Kebe

Hosted By

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Philip Kebe

Circleville, OH

Ohio Christian University, Robert W. Plaster Free Enterprise Center (OCUBIC) - West

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

1701 West Will Rogers Blvd,
Claremore, OK 74017

Katherine Parmer

Hosted By

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Katherine Parmer

Claremore, OK

Claremore, OK - Rogers State University, Dr, Carolyn Taylor Center - Conference Room B

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

6920 West Reno Avenue
Oklahoma City, OK 73127

Tristan Davis

Hosted By

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Tristan Davis

Oklahoma City, OK

Homewood Suites Oklahoma City - West, Meeting Room

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

2650 Kelly Road
Warrington, PA 18976

Chris Wolf

Hosted By

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Chris Wolf

Warrington, PA

Warrington / Doylestown, PA - Homewood Suites Doylestown, Warrington Room

May 14, 2024 1:30 PM

May 14, 2024 6:00 PM

May 15, 2024 10:30 AM

May 15, 2024 1:30 PM

25 Yearsley Mill Road
Media, PA 19063

Chris Wolf

Hosted By

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Chris Wolf

Media, PA

Media, PA — Penn State Brandywine, Main Building, Room 113

Apr 29, 2024 1:30 PM

Apr 29, 2024 6:00 PM

Apr 30, 2024 10:30 AM

Apr 30, 2024 1:30 PM

2008 Savannah Highway
Charleston, SC 29407

McCloud Cox

Hosted By

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McCloud Cox

West Ashley (Charleston, SC)

West Ashley (Charleston, SC) — Town & Country Inn and Suites, Salons C & D

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 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

Apr 30, 2024 1:30 PM

Apr 30, 2024 6:00 PM

May 1, 2024 10:30 PM

May 1, 2024 1:30 PM

1315 East New Hope Drive,
Cedar Park, TX 78641

Demi Allen

Hosted By

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Demi Allen

Cedar Park, TX

Cedar Park, TX — Hyatt Place Austin/Cedar Park, Meeting Place 1

May 14, 2024 1:30 PM

May 14, 2024 6:00 PM

May 15, 2024 10:30 AM

May 15, 2024 1:30 PM

601 North Sonoma Trail
Ennis, TX 75119

Rachel Wilson

Hosted By

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Rachel Wilson

Ennis, TX

Ennis, TX - Holiday Inn Express & Suites Ennis

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

3400 Parkwood Blvd,
Frisco, TX 75034

Sephora Tshiswaka

Hosted By

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Sephora Tshiswaka

Frisco, TX

Frisco TX - Holiday Inn Express & Suites

May 14, 2024 1:30 PM

May 14, 2024 6:00 PM

May 15, 2024 10:30 AM

May 15, 2024 1:30 PM

714 Corazon Drive Marble Falls, TX 78654

Demi Allen

Hosted By

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Demi Allen

Marble Falls, TX

Holiday Inn Express and Suites - Marble Falls, Conference Room

Apr 30, 2024 1:30 PM

Apr 30, 2024 6:00 PM

May 1, 2024 10:30 AM

May 1, 2024 1:30 PM

2701 Lake Vista Drive
Lewisville, TX 75067

Sephora Tshiswaka

Hosted By

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Sephora Tshiswaka

Lewisville, TX

Lewisville, TX — Courtyard by Marriott Dallas Lewisville, Platinum Room

Apr 30, 2024 1:30 PM

Apr 30, 2024 6:00 PM

May 1, 2024 10:30 AM

May 1, 2024 1:30 PM

4910 East Chase Street
Baytown, TX 77521

Maddie Westrup

Hosted By

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Maddie Westrup

Baytown, TX

Baytown, TX -Hilton Garden Inn Houston/Baytown, Cedar Bayou Room

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

8580 South Howell Avenue
Oak Creek, WI 53154

Nick Tuori

Hosted By

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Nick Tuori

Oak Creek, WI

Oak Creek, WI - Oak Creek Community Center, Unrich & Oak Room

May 7, 2024 1:30 PM

May 7, 2024 6:00 PM

May 8, 2024 10:30 AM

May 8, 2024 1:30 PM

Dekalb, IL

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

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Dekalb, IL — Hopkins Park Community Center, Lower Level Room

1403 Sycamore Road DeKlab, IL 60115

Goodyear, AZ

Apr 30, 2024 1:30 PM

To

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Apr 30, 2024 6:00 PM

To

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Hampton Inn & Suites, Pavilion 2 Room

2000 North Litchfield Road, Goodyear, AZ 85395

Gilbert, AZ

May 14, 2024 10:30 AM

To

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May 14, 2024 6:00 PM

To

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Gilbert, AZ — Chandler-Gilbert Community College - Pecos Campus

2626 East Pecos Road Chandler, AZ 85225

Rogers, AR

May 7, 2024 2:30 PM

To

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May 7, 2024 6:00 PM

To

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Rogers, AR — Embassy Suites Convention Center, Conference C Room

3303 South Pinnacle Hills Pkwy, Rogers, AR 72758

Vallejo, CA

May 14, 2024 1:30 PM

To

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May 14, 2024 6:00 PM

To

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Vallejo, CA — Courtyard by Marriott Vallejo/Napa, Salon A

1000 Fairgrounds Drive, Vallejo, CA 94589

Hemet, CA

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

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Hemet, CA - Hampton Inn & Suites Hemet, Ramona Room

3700 West Florida Avenue Hemet, CA 92545

Fort Collins, CO

Apr 29, 2024 1:30 PM

To

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Apr 29, 2024 6:00 PM

To

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Fort Collins, CO — Hilton Garden Inn Fort Collins, Cottonwood Room

2821 E Harmony Road Fort Collins, Colorado 80528

Littleton, CO

Apr 30, 2024 1:30 PM

To

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Apr 30, 2024 6:00 PM

To

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Littleton, CO - Reel Event Center

10488 West Centennial Road Littleton, CO 80127

Jacksonville Beach, FL

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

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Jacksonville Beach, FL - Jacksonville Beach Community Center & Exhibition Hall, Conference Room

2508 South Beach Parkway Jacksonville Beach, FL 32250

Winchester, KY

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

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Winchester, KY - Holiday Inn Express Lexington East / Winchester

100 Winchester Plaza Winchester, KY 40391

Cary, NC

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

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Cary, NC - Courtyard by Marriott - Raleigh/Cary, Dogwood Room

102 Edinburgh Drive Cary, North Carolina 27511

Circleville, OH

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

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Ohio Christian University, Robert W. Plaster Free Enterprise Center (OCUBIC) - West

1360 Lancaster Pike Circleville, OH 43113

Claremore, OK

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

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Claremore, OK - Rogers State University, Dr, Carolyn Taylor Center - Conference Room B

1701 West Will Rogers Blvd, Claremore, OK 74017

Oklahoma City, OK

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

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Homewood Suites Oklahoma City - West, Meeting Room

6920 West Reno Avenue Oklahoma City, OK 73127

Warrington, PA

May 14, 2024 1:30 PM

To

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May 14, 2024 6:00 PM

To

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Warrington / Doylestown, PA - Homewood Suites Doylestown, Warrington Room

2650 Kelly Road Warrington, PA 18976

Media, PA

Apr 29, 2024 1:30 PM

To

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Apr 29, 2024 6:00 PM

To

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Media, PA — Penn State Brandywine, Main Building, Room 113

25 Yearsley Mill Road Media, PA 19063

West Ashley (Charleston, SC)

May 7, 2024 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 7, 2024 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.

West Ashley (Charleston, SC) — Town & Country Inn and Suites, Salons C & D

2008 Savannah Highway Charleston, SC 29407

Smyrna, TN

Apr 30, 2024 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.

Apr 30, 2024 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.

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

5004 Motlow College Blvd, Smyrna, TN 37167

Cedar Park, TX

May 14, 2024 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 14, 2024 6:00 PM

To

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Cedar Park, TX — Hyatt Place Austin/Cedar Park, Meeting Place 1

1315 East New Hope Drive, Cedar Park, TX 78641

Ennis, TX

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

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Ennis, TX - Holiday Inn Express & Suites Ennis

601 North Sonoma Trail Ennis, TX 75119

Frisco, TX

May 14, 2024 1:30 PM

To

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May 14, 2024 6:00 PM

To

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Frisco TX - Holiday Inn Express & Suites

3400 Parkwood Blvd, Frisco, TX 75034

Marble Falls, TX

Apr 30, 2024 1:30 PM

To

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Apr 30, 2024 6:00 PM

To

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Holiday Inn Express and Suites - Marble Falls, Conference Room

714 Corazon Drive Marble Falls, TX 78654

Lewisville, TX

Apr 30, 2024 1:30 PM

To

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Apr 30, 2024 6:00 PM

To

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Lewisville, TX — Courtyard by Marriott Dallas Lewisville, Platinum Room

2701 Lake Vista Drive Lewisville, TX 75067

Baytown, TX

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

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Baytown, TX -Hilton Garden Inn Houston/Baytown, Cedar Bayou Room

4910 East Chase Street Baytown, TX 77521

Oak Creek, WI

May 7, 2024 1:30 PM

To

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May 7, 2024 6:00 PM

To

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Oak Creek, WI - Oak Creek Community Center, Unrich & Oak Room

8580 South Howell Avenue Oak Creek, WI 53154

Questions?

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