Webinars, Seminars, & Workshops

In-Person Presentation & Workshops

Upcoming Events

Watch One of Our FREE Webinars

Happy Woman

Savvy Wealth Planning for Long-Term Care Cost

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Naming Guardians for your Children

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Protecting Your Family and Finances

Schedule Your Next Group Talk,

Seminar, or Workshop

Clapping Audience

Our firm would love to speak at your local business or your next group event! ​Choose the topic that ​works best for you:

 

  • ​Kids Protection Plan Presentation

  • ​Guardian Nomination Workshop

  • ​Asset Protection Planning

  • ​Planning For The Business You Love

  • ​LIFT Masterclass Training + 20-Point Assessment

  • How to preserve your finances to pay for long-term care costs

Happy Family

Helping you protect your loved ones.