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Previous Seminar Topics:

8 Deadly Mistakes: How Clients Destroy Their Estate Plans and What You Can Do About It (June 2019)
Beneficiary Planning: Tailoring Your Estate Plan To Meet Your Goals And Their Needs (March 2019)
Long Term Care Planning In A Changing World (February 2019) (March 2018) (January 2016) (July 2016)
The Trustee Workshop: Keeping Things In Good Order Now and In the Future (January 2019) (February 2018)
The New Tax Law: What It Means For You (January 2018)
Effective Estate Planning Strategies: What You Need to Know” (Dante Club, May 2018)
“Taking Care of Business: Planning Guide and Resources for Older Adults” (Carmichael Presbyterian Church, May 2017)
“The Care and Feeding of Your Living Trust: Keeping It Up To Date” (January 2016) (September 2017)
“Protecting Your Retirement Accounts from Excess Taxes, Penalties and Problems Now and in the Future” (January 2016) (January 2017)
New President, New Tax Laws? (January 2017)
The Trustee Workshop: How to Make Sure Your Trust Works When You Need It (August 2016)
Estate Planning Workshop (March 2016)

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