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KEY NOTE SPEAKING / WORKSHOPS

We frequently offer workshops to parent groups, faith-based
organizations, schools and companies.  The descriptions for our most popular workshops are listed below.  If you are interested in
scheduling a presentation for your group, click on Workshop Request​.
Legacy Planning 101
This 60 minute workshop will cover the basics of estate planning and discuss why your legacy is more than your tangible assets.​  You will also learn the five essential documents that every adult needs to have in place and why.
For Ladies Only!

Most women have a life expectancy that far exceeds that of a typical man.  Whether you are single or married, with kids or without, every woman needs to get her affairs in order.  Take charge of your financial life and don't leave these decisions to someone else.​

 

Guardian Angel Protection Planning

​Discover how easy it is to make sure your children will be taken care of in the best way possible if the unthinkable should happen.  Learn how to prevent the mistakes so many parents unintentionally make in the process of estate planning.​