In-Person & Virtual Estate Planning Workshops

This free education gives you the essential knowledge you need to create your ideal estate plan - so you can get started today.

In-Person & Virtual Estate Planning Workshops

This free educationgives you the essential knowledge you need to create your ideal estate plan - so you can get started today.

What You'll Learn

We’re going to show you what you need to be doing now to protect your home, assets, and family from predators.

We’ll explain the documents that safeguard everything that you’ve worked hard for, so you can make informed decisions for you and your loved ones.

We even explain how tax and financial planning can help you keep what you’ve earned and grow your retirement wealth - something your accountant can’t do.

Find Your Local Workshop

Local Workshops

805 S. Idaho Road,
Apache Junction, AZ 85119

Nathan Askins

Hosted By

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Nathan Askins

Apache Junction, AZ

Apache Junction, AZ — Central Arizona College, Superstition Mountain Campus - Building F, Room F115

Aug 29, 2023 1:30 PM

Aug 29, 2023 6:00 PM

Aug 30, 2023 10:30 PM

Aug 30, 2023 1:30 PM

1600 S Country Club Dr, Mesa, AZ 85210

Nathan Askins

Hosted By

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Nathan Askins

Mesa, AZ

Mesa, AZ — Holiday Inn & Suites Mesa, Mesa Room

Aug 15, 2023 1:30 PM

Aug 15, 2023 6:00 PM

Aug 16, 2023 10:30 AM

Aug 16, 2023 1:30 PM

27500 Jefferson Avenue,
Temecula, CA 92590

Seth Geist

Hosted By

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Seth Geist

Temecula, CA

Temecula, CA — Staybridge Suites Temecula, Meeting Room

Aug 29, 2023 1:30 PM

Aug 29, 2023 6:00 PM

Aug 30, 2023 10:30 AM

Aug 30, 2023 1:30 PM

480 Bass Pro Dr. NW
Altoona, IA 50009

Trynann Utzinger

Hosted By

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Trynann Utzinger

Altoona, IA

Altoona, IA — Hyatt Place Altoona / Des Moines, Meeting Room

Aug 22, 2023 1:30 PM

Aug 22, 2023 6:00 PM

Aug 23, 2023 10:30 AM

Aug 23, 2023 1:30 PM

1051 22nd St,
Greeley, CO 80639

Bethany Copeland

Hosted By

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Bethany Copeland

Greeley, CO

Greeley, CO — University of Northern Colorado Campus Commons, Room 2300

Aug 29, 2023 1:30 PM

Aug 29, 2023 6:00 PM

Aug 30, 2023 10:30 AM

Aug 30, 2023 1:30 PM

3645 West 112th Avenue,
Westminster, CO

Bethany Copeland

Hosted By

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Bethany Copeland

Westminster, CO

Westminster, CO — Front Range Community College, Timberline Room (C0577)

Aug 15, 2023 1:30 PM

Aug 15, 2023 6:00 PM

Aug 16, 2023 10:30 AM

Aug 16, 2023 1:30 PM

7390 West Hampden Ave. Lakewood, CO 80227

Emily Griffin

Hosted By

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Emily Griffin

Lakewood, CO

Lakewood, CO — Holiday Inn Denver / Lakewood

Aug 22, 2023 1:30 PM

Aug 22, 2023 6:00 PM

Aug 23, 2023 10:30 AM

Aug 23, 2023 1:30 PM

3255 Ted Bushelman Blvd, Florence, KY 41042

Jacob Sherman

Hosted By

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Jacob Sherman

Florence, KY

Florence, KY - Staybridge Suites Florence, Meeting Room

Aug 15, 2023 1:30 PM

Aug 15, 2023 6:00 PM

Aug 16, 2023 10:30 AM

Aug 16, 2023 1:30 PM

600 W. 3rd St.
Covington, KY 41011

Jacob Sherman

Hosted By

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Jacob Sherman

Covington, KY

Covington, KY - Holiday Inn Cincinnati-Riverfront, Riverfront I Room

Aug 29, 2023 1:30 PM

Aug 29, 2023 6:00 PM

Aug 30, 2023 10:30 AM

Aug 30, 2023 1:30 PM

10190 Blacklick Eastern Rd NW,
Pickerington, OH 43147

Philip Kebe

Hosted By

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Philip Kebe

Pickerington, OH

Pickerington, OH — Wigwam Event Center, Little Lodge

Aug 22, 2023 1:30 PM

Aug 22, 2023 6:00 PM

Aug 23, 2023 10:30 AM

Aug 23, 2023 1:30 PM

130 SE Washington Blvd, Bartlesville, OK 74006

Katherine Parmer

Hosted By

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Katherine Parmer

Bartlesville, OK

Bartlesville, OK — Hampton Inn Bartlesville, Meeting Room

Aug 22, 2023 1:30 PM

Aug 22, 2023 6:00 PM

Aug 23, 2023 10:30 AM

Aug 23, 2023 1:30 PM

621 NW 8th Street,
Moore, OK 73160

Tristan Davis

Hosted By

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Tristan Davis

Moore, OK

Moore, OK — Holiday Inn Express and Suites, Meeting Room

Aug 15, 2023 1:30 PM

Aug 15, 2023 6:00 PM

Aug 16, 2023 10:30 AM

Aug 16, 2023 1:30 PM

2300 S 9th Ave, Purcell, OK 73080

Tristan Davis

Hosted By

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Tristan Davis

Purcell, OK

Purcell, OK — Holiday Inn Express, Large Meeting Room

Aug 29, 2023 1:30 PM

Aug 29, 2023 6:00 PM

Aug 30, 2023 10:30 AM

Aug 30, 2023 1:30 PM

511 N Castle Heights Avenue,
Lebanon, TN 37087

William Jenkins

Hosted By

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William Jenkins

Lebanon, TN

Lebanon, TN — Jimmy Floyd Family Center, Multi-Purpose Room

Aug 29, 2023 1:30 PM

Aug 29, 2023 6:00 PM

Aug 30, 2023 10:30 PM

Aug 30, 2023 1:30 PM

650 Bakers Bridge Avenue, Franklin, TN 37067

William Jenkins

Hosted By

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William Jenkins

Franklin, TN

Franklin, TN — Hyatt Place Franklin, Williamson Ballroom

Aug 15, 2023 1:30 PM

Aug 15, 2023 6:00 PM

Aug 16, 2023 10:30 AM

Aug 16, 2023 1:30 PM

151 Bunton Creek Rd,
Kyle, TX 78640

Demi Allen

Hosted By

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Demi Allen

Kyle, TX

Kyle, TX — Hampton Inn Kyle, Meeting Room

Aug 15, 2023 1:30 PM

Aug 15, 2023 6:00 PM

Aug 16, 2023 10:30 AM

Aug 16, 2023 1:30 PM

2750 Graham St,
Grand Prairie, TX 75050

Rachel Wilson

Hosted By

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Rachel Wilson

Grand Prairie, TX

Grand Prairie — Tony Shotwell Life Center, Large Room

Aug 29, 2023 1:30 PM

Aug 29, 2023 6:00 PM

Aug 30, 2023 10:30 AM

Aug 30, 2023 1:30 PM

16318 Great Oaks Dr,
Round Rock, TX, 78681

Demi Allen

Hosted By

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Demi Allen

Round Rock, TX

Round Rock, TX — Brushy Creek Community Center, Oak Room

Aug 21, 2023 1:30 PM

Aug 21, 2023 6:00 PM

Aug 22, 2023 11:30 AM

Aug 22, 2023 2:30 PM

13251 Jake Court,
Fort Worth, TX 76028

Manda Mosley Maier

Hosted By

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Manda Mosley Maier

Burleson, TX

Burleson, TX — Hampton Inn Burleson, Ballroom

Aug 15, 2023 10:30 AM

Aug 15, 2023 1:30 PM

Aug 16, 2023 10:30 AM

Aug 16, 2023 1:30 PM

551 N. Valley Pkwy,
Lewisville, TX 75067

Sephora Tshiswaka

Hosted By

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Sephora Tshiswaka

Lewisville, TX

Lewisville, TX — 551 Event Center at the Lewisville Area Chamber of Commerce, Main Hall

Aug 22, 2023 1:30 PM

Aug 22, 2023 6:00 PM

Aug 23, 2023 10:30 AM

Aug 23, 2023 1:30 PM

2600 Brockton Drive,
Austin, TX 78758

Rachel Reinke

Hosted By

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Rachel Reinke

Austin, TX (North Austin)

North Austin, TX - Hilton Garden Inn Austin North, Meeting Room 3

Aug 29, 2023 1:30 PM

Aug 29, 2023 6:00 PM

Aug 30, 2023 10:30 AM

Aug 30, 2023 1:30 PM

Apache Junction, AZ

Aug 29, 2023 1:30 PM

To

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Aug 29, 2023 6:00 PM

To

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Apache Junction, AZ — Central Arizona College, Superstition Mountain Campus - Building F, Room F115

805 S. Idaho Road, Apache Junction, AZ 85119

Mesa, AZ

Aug 15, 2023 1:30 PM

To

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Aug 15, 2023 6:00 PM

To

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Mesa, AZ — Holiday Inn & Suites Mesa, Mesa Room

1600 S Country Club Dr, Mesa, AZ 85210

Temecula, CA

Aug 29, 2023 1:30 PM

To

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Aug 29, 2023 6:00 PM

To

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Temecula, CA — Staybridge Suites Temecula, Meeting Room

27500 Jefferson Avenue, Temecula, CA 92590

Altoona, IA

Aug 22, 2023 1:30 PM

To

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Aug 22, 2023 6:00 PM

To

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Altoona, IA — Hyatt Place Altoona / Des Moines, Meeting Room

480 Bass Pro Dr. NW Altoona, IA 50009

Greeley, CO

Aug 29, 2023 1:30 PM

To

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Aug 29, 2023 6:00 PM

To

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Greeley, CO — University of Northern Colorado Campus Commons, Room 2300

1051 22nd St, Greeley, CO 80639

Westminster, CO

Aug 15, 2023 1:30 PM

To

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Aug 15, 2023 6:00 PM

To

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Westminster, CO — Front Range Community College, Timberline Room (C0577)

3645 West 112th Avenue, Westminster, CO

Lakewood, CO

Aug 22, 2023 1:30 PM

To

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Aug 22, 2023 6:00 PM

To

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Lakewood, CO — Holiday Inn Denver / Lakewood

7390 West Hampden Ave. Lakewood, CO 80227

Florence, KY

Aug 15, 2023 1:30 PM

To

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Aug 15, 2023 6:00 PM

To

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Florence, KY - Staybridge Suites Florence, Meeting Room

3255 Ted Bushelman Blvd, Florence, KY 41042

Covington, KY

Aug 29, 2023 1:30 PM

To

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Aug 29, 2023 6:00 PM

To

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Covington, KY - Holiday Inn Cincinnati-Riverfront, Riverfront I Room

600 W. 3rd St. Covington, KY 41011

Pickerington, OH

Aug 22, 2023 1:30 PM

To

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Aug 22, 2023 6:00 PM

To

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Pickerington, OH — Wigwam Event Center, Little Lodge

10190 Blacklick Eastern Rd NW, Pickerington, OH 43147

Bartlesville, OK

Aug 22, 2023 1:30 PM

To

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Aug 22, 2023 6:00 PM

To

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Bartlesville, OK — Hampton Inn Bartlesville, Meeting Room

130 SE Washington Blvd, Bartlesville, OK 74006

Moore, OK

Aug 15, 2023 1:30 PM

To

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Aug 15, 2023 6:00 PM

To

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Moore, OK — Holiday Inn Express and Suites, Meeting Room

621 NW 8th Street, Moore, OK 73160

Purcell, OK

Aug 29, 2023 1:30 PM

To

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Aug 29, 2023 6:00 PM

To

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Purcell, OK — Holiday Inn Express, Large Meeting Room

2300 S 9th Ave, Purcell, OK 73080

Lebanon, TN

Aug 29, 2023 1:30 PM

To

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Aug 29, 2023 6:00 PM

To

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Lebanon, TN — Jimmy Floyd Family Center, Multi-Purpose Room

511 N Castle Heights Avenue, Lebanon, TN 37087

Franklin, TN

Aug 15, 2023 1:30 PM

To

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Aug 15, 2023 6:00 PM

To

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Franklin, TN — Hyatt Place Franklin, Williamson Ballroom

650 Bakers Bridge Avenue, Franklin, TN 37067

Kyle, TX

Aug 15, 2023 1:30 PM

To

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Aug 15, 2023 6:00 PM

To

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Kyle, TX — Hampton Inn Kyle, Meeting Room

151 Bunton Creek Rd, Kyle, TX 78640

Grand Prairie, TX

Aug 29, 2023 1:30 PM

To

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Aug 29, 2023 6:00 PM

To

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Grand Prairie — Tony Shotwell Life Center, Large Room

2750 Graham St, Grand Prairie, TX 75050

Round Rock, TX

Aug 21, 2023 1:30 PM

To

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Aug 21, 2023 6:00 PM

To

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Round Rock, TX — Brushy Creek Community Center, Oak Room

16318 Great Oaks Dr, Round Rock, TX, 78681

Burleson, TX

Aug 15, 2023 10:30 AM

To

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Aug 15, 2023 1:30 PM

To

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Burleson, TX — Hampton Inn Burleson, Ballroom

13251 Jake Court, Fort Worth, TX 76028

Lewisville, TX

Aug 22, 2023 1:30 PM

To

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Aug 22, 2023 6:00 PM

To

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Lewisville, TX — 551 Event Center at the Lewisville Area Chamber of Commerce, Main Hall

551 N. Valley Pkwy, Lewisville, TX 75067

Austin, TX (North Austin)

Aug 29, 2023 1:30 PM

To

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North Austin, TX - Hilton Garden Inn Austin North, Meeting Room 3

2600 Brockton Drive, Austin, TX 78758

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