WORKSHOPS

Learn how to protect what matters most

Our mission is to assist you in arranging your affairs to protect your assets and loved ones. Join us for a free live educational event to learn more about the essential resources and tools necessary to secure your unique estate planning needs. 

70%

of people don’t have an estate plan

A globe made of puzzle pieces is surrounded by puzzle pieces.

Don’t wait to have a plan in place.

Do you have any of the following?

  • A Home
  • Children/Heirs
  • Real Estate/Land
  • Your Own Business
  • Retirement Savings
  • Family that Depends on You

If you answered yes to any of the above

Attend one of our Educational Estate Planning workshops

If you answered yes to any of the above and don’t have a plan in place, are you comfortable with the courts determining the fate of your estate and how it affects your loved ones?


Events are hosted by the Foundation for Financial Education, a 501(c)(3) non-profit organization offering information regarding all your estate planning needs and learning how to secure your legacy.


Fill out the form below and we’ll send you upcoming workshop dates.

Contact Us

Protect your legacy with tailored guidance 

Meet with a team member to discuss your needs and get the guidance you deserve.

Protect your legacy withtailored guidance 

Meet with a team member to discuss your needs and get the guidance you deserve.