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 LGBTQ+ 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, 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”
