Upcoming Seminars
Every session is complimentary, small enough for real questions, and hosted alongside professionals from our network. Add any event straight to your calendar.
Estate Planning
An elegant evening among the vines covering wills versus living trusts, avoiding probate, powers of attorney, protecting your home from nursing home costs, and shielding heirs' inheritance. Gratis wine. Seating is limited — registration required.
Estate Planning
Second evening session of the Estate Planning, Trusts & Wills educational event at Roxy Ann Winery, with the same curriculum and gratis wine. Registration required.
This seminar series is presented by our strategic partner, Bulletproof Legacy Financial Services. See full event details and additional dates on their events page.
Can't make a date?
Ask us to speak to your community group, church, or team.
