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


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.