We invite all visitors to view our current calendar by clicking on the icon above! Feel free to inquire about any session that may be of interest.  Check the calendar frequently as we are frequently adding programs. If you have any questions, feel free to call or email us!
  • We do request that all prospective clients (both spouses) attend an educational session at no fee. This enables everyone to start the important personal planning with enough knowledge to make informed decisions.  Families are encouraged to attend as well.
  • We invite financial professionals to attend our Truth About Estate Planning™ Orientations as well, as they are eligible to receive CE credits.  We are also happy to come to you to conduct an educational program at your location or we can host your group.  If you have any special requests, please don't hesitate to ask.  We accommodate reasonable requests.
  • Our Learning Center comfortably holds 16 people, so all programs require advance reservations.  We also provide refreshments and prepare handout materials based on the number of reservations.