Webinars, Seminars, & Workshops

Upcoming In-Person Seminars

  • The Power Of A Plan For Your Family
    Mon, Aug 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 & Wills
    Mon, Aug 23
    The Chalice Off Canal
    Complimentary Wine Tasting Followed By An Estate Planning Workshop

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.