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.
DEC 30
5:30 PM - 7 PM
New Year, New Plan:
Estate Planning Essentials
An in-person evening session to help you wrap up the year with clarity and confidence.
Learn the essentials for protecting your family, property, and wishes in Florida.
JAN 21
11:30 am - 1 pm
Your Smartest Resolution:
Estate Planning in the New Year
A lunchtime session for busy parents and business owners.
Get a simple overview of wills, trusts, and what you actually need in Florida.
FEB 10
5:30 pm - 7 pm
Love & Legacy:
Estate Planning Workshop
A timely session focused on protecting the people you care about.
Learn how to avoid Florida’s default rules and keep decision making in your hands.
MAR 3
8:30 am - 10 am
Lattes & Legacies:
Estate Planning Made Simple
A relaxed morning with coffee and practical guidance.
Understand the documents every Florida family should have and why they matter.
MAR 25
11:30 am - 1 pm
Teas & Trusts:
Lunch Meeting
A casual lunchtime session where you can learn how trusts work in Florida.
Perfect for anyone looking to update or start a plan this year.
APR 14
8:30 am - 10am
Secure Their Tomorrow:
Wills & Trusts for Families
A morning session focused on protecting children and loved ones.
Learn how to keep decisions in your hands and out of the court’s hands.
Stay Updated
Registration opens soon.
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