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Upcoming Events 2023-24

From live events to webinars, we try to educate our community on the importance of having an estate plan in place. We hope to meet you in person soon! Check out our upcoming events for 2023-2024 below...

Book Us to Speak

Inquire about co-hosting an event with us. You choose the topic and we will educate your audience on estate planning based on your custom preferences.

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FREE Live Webinar: Deep Dive Into Revocable Living Trusts as a Probate Avoidance Tool

November 29th at 7pm
December 12th at 12pm

Using various scenarios and stories, Jeni Snider, Esq. walks you through the estate planning process. Learn more about wills and trust-based planning strategies to avoid probate, take care of your loved ones and protect your assets from predators and creditors you may not have even considered.

Guardian Idol: Rocking the Search for Your Kid's VIPs (Very Important Protectors)

Join us online during the busy month of July for this Parent Workshop geared towards providing parents with peace of mind. With so much uncertainty in today's world, many parents worry about their kids' futures. This fun, interactive workshop will provide tips on necessary legal protections and strategies for financial security.  A must-see for every Mom and Dad of young kids! 

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How will you be wealthier by the end of 2024?? Come kick off the New Year with wisdom crafted to create wealthy women! A monthly offering of knowledge and advice with topics designed to further you financially. We meet the 2nd Monday, 5:30-7pm. 

More information coming soon. 

Back by popular demand! These events fill up so mark your calendar. 

More information coming soon. 

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Do you have an 18+ year old young adult? If so, watch this webinars!

Webinar: 3 Legal Steps to Take for Your New Graduate

Your "child" becomes a legal adult at age 18 and you lose access to information and the ability to make decisions - even in an emergency! Learn how to protect yourself and your young adult. 

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