Speaker Connection

We present free educational seminars on wide-variety of topics to groups or organizations. Those groups often include non-profit organizations, employers, associations, special interest groups, support groups and financial advisors in our community. To see a list of our Corporate and Non-Profit Presentation Sponsors, click here.

If you would like to request a private seminar for your group or organization or to suggest a location to have a public seminar, click here.

Presentations Available (but not limited to):

Legacy Wealth Planning

  • Estate Planning Myths: Why Most Estate Plans Fail and What to Do About It
  • Why Most Living Trusts Don’t Work

Basic Estate Planning

  • A Practical Guide to Estate Planning
  • Estate Planning for the Small Business Owner
  • Estate Planning for the LGBT Community
  • Estate Planning for Farmers & Ranchers
  • The 5 Myths of Estate Planning

Advanced Estate Planning

  • Planning with IRAs
  • Planning with Charitable Remainder Trusts
  • Family Limited Partnerships
  •  Life Insurance Trusts
  • Lawsuit & Asset Protection

Long-Term Care

  • Long-Term Health Care
  • Medi-Cal and Veterans Benefits Planning
  • Protecting Your Assets from a Long Nursing Home Stay

Continuing Education Programs for Financial Advisors

(2 hours CE credit unless noted. CE Credits available for Life Agents, CFPs, CLUs, ChFCs, CPAs and EAs):

  • Basic to Advanced Estate Planning Techniques – 12 hours
  • Business Succession Planning – 8 hours
  • IRA and Retirement Benefits Planning
  • Trust Administration (Estate Settlement)
  • Special Needs Trusts
  • Life Insurance Planning
  • Education Planning with 529 Plans
  • Total Return Trusts
  • Medi-Cal, Veterans Benefits and Long Term Care Planning
  • Charitable Planning
  • Drafting and Administering Special Needs Trusts”

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