Webinars, Seminars, & Workshops

Upcoming In-Person Seminars

  • Will Your Plan Withstand 2021 & Beyond?
    Wed, May 26
    The Clubhouse at Victoria Gardens
    With so many changes over the last year and with changes to come, is your financial and estate planning documents where they need to be?
  • The Power Of A Plan For Your Family
    Wed, Jun 09
    Online Webinar (Zoom)
    Join us for our next online 1-hr training to learn how to take charge of your assets and ensure you have done the right thing by your family should something happen.
  • Wine and Wills - DeLand
    Mon, Jun 14
    Page Insurance Agency Building
    Complimentary Wine Tasting Followed By An Estate Planning Webinar

Watch One of Our FREE Webinars

Savvy Wealth Planning for Long-Term Care Cost

Naming Guardians for your Children

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.