Upcoming Estate Planning Events
Start the year with a plan that protects your family and your peace of mind.
Check out the events that fit your schedule.
Sign up to get notified as soon as registration opens.
MAY 27
5:30 pm - 7 pm
Wine & Wills
Enjoy a glass of wine while learning the essential estate planning tools every Florida family needs.
Discover how wills, trusts, and powers of attorney can help you stay in control and make things easier for your family.
JUN 18
5:30 pm - 7 pm
Charcuterie & Clarity
Join us for an evening session focused on the estate planning documents every Florida family should have.
You’ll learn how wills, trusts, and powers of attorney work together to protect your loved ones and avoid court involvement.
JUL 7
8:30 am - 10am
Estate Planning Workshop
A relaxed morning session focused on the estate planning documents every Florida family should have in place.
Learn how wills, trusts, and powers of attorney help protect your family and your future.
JUL 28
5:30 pm - 7 pm
Estate Planning Workshop
A practical session where you will learn how planning strategies and trusts may help protect your home and assets from long term care costs in Florida.
AUG 11
5:30 pm - 7 pm
Estate Planning Workshop
An evening session where you can learn the key estate planning documents every Florida family should have.
Learn how wills, trusts, and powers of attorney help keep decisions in your hands and out of the court's hands.
SEP 8
5:30 pm - 7 pm
Estate Planning Workshop
A practical session where you will learn how planning strategies and trusts may help protect your home and assets from long term care costs in Florida.
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