Educational Seminars That Empower Our Community

We are dedicated to empowering our community with the knowledge and resources needed to make informed legacy planning and estate administration decisions.

Upcoming Educational Seminars

Sign up for one of our upcoming no-cost educational seminars to learn about estate planning, trusts and wills, probate, trust administration, and business formation topics. Whether you’re interested in learning more about securing your family’s future, navigating the intricacies of business entities, or ensuring a smooth transfer of assets, our seminars offer an informative and engaging environment to learn, ask questions, and gain practical insights. Our sessions are available both in-person and virtually. We are excited to share our expertise! Mark your calendar and join us for an enriching educational experience. 

March 20, 2024 

LIVE Seminar: Basics of Estate Planning

Join us for an informative no-cost seminar covering the basics of estate planning. You will gain insights into topics such as wills, trusts, and powers of attorney, along with strategies to minimize taxes and safeguard your assets. Learn about appointing guardians, healthcare directives, and other estate planning topics. 
Day: March 20, 2024 
Time: 6:00 pm – 7:00 pm
Location: Castlewood Library

July 17, 2024 

ONLINE Webinar: Basics of Estate Planning

In this 60-minute webinar, you will gain insights into topics such as wills, trusts, and powers of attorney, along with strategies to minimize taxes and safeguard your assets. Learn about appointing guardians, healthcare directives, and other estate planning topics.
Day: July 17, 2024
Time: 11:00 am – 12:00 pm

August 21, 2024

ONLINE Webinar: Wills vs. Trusts - What's the Difference?

In this 60-minute no-cost seminar, learn about wills and trusts and the differences between the two. Find out the pros and cons of each, so you can choose which one works for you. This seminar will focus exclusively on wills and trusts.
Day: August 21, 2024
Time: 6:00 pm – 7:00 pm 

September 25, 2024

ONLINE Webinar: Common Estate Planning Mistakes to Avoid

What you don’t know about estate planning could hurt you or your loved ones. Join us for an informative no-cost seminar covering the most common estate planning mistakes. In this 60-minute webinar, we will discuss commonly made missteps from failing to update beneficiaries to naming the wrong agents in your plan. 
Day: September 25, 2024
Time: 6:00 pm – 7:00 pm 

Book Ilya to Speak

Empower your work or community group with valuable legacy planning and estate administration insights from our founder and managing attorney, Ilya. If you’re interested in hosting an engaging session for your colleagues, employees, or community members, simply use our online form to request a speaking engagement. Let’s collaborate and share essential knowledge with the community.

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