Client WorkshopsYou finally got your plan in place. Now make sure it continues to work for you.

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Upcoming Workshop Events

Webinar – Understanding Your Estate Plan

Wednesday, August 19th, 2020 2-4 pm. EXCLUSIVELY FOR CLIENTS AND YOUR GUESTS - Now that you have an estate plan, do you know what needs to happen if something happens to you? Do your successor ...
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8 Deadly Mistakes: The Ways Clients Routinely Destroy Their Estate Plans with attorney Jessica Showers

Webinar – 8 Deadly Mistakes: The Ways Clients Routinely Destroy Their Estate Plans

Tuesday, September 29th, 2020 - 2 pm MST Have you had major changes in the structure of your family since you set up your Trust? Has there been a change in the property you own? ...
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Webinar – Trust Administration: Level 100

Wednesday, October 28th, 2020  - 2-4 pm MST At some point, all of your planning and preparation for the handling of your estate will be needed. The burning question is how will it work and ...
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