Free Estate Planning Workshops

FREE Workshop Sign-Up

(727) 584-2128

Due to Covid-19 we may be required to make adjustments to our normal business hours and workshop activities. Please contact our office 727-584-2128 or email for more information.

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Learn About Real Life Issues
in Estate Planning that
Matter to You

Join our informational Estate Planning workshop. It is complimentary, no-obligation, and free to the public and clients. Learn about real life issues in Estate Planning that matter to you.

• Protect your loved ones’ inheritance
  
• Care for loved ones with special needs
• Minimize estate tax
• Most estate plans just don’t work!
• Keep your Estate Plan up to date
• Trusts can accomplish family goals
• You can have a plan that may cost less and deliver more
• Goal directed strategy for you estate plan

The workshop covers the reasons you need a team of advisors, a lawyer, an accountant, and a financial advisor and the people involved must know each other and work together with your interest in mind. To accomplish anything, you must identify and formulate your goals and identify the problems that you or your family members have. This information must be received by the estate planning team. Appropriate documents must be drafted and executed that address the best resolutions to solve the problems. The correct funding arrangements implemented. The parties managing currently take charge with the proper instructions to help them follow the correct steps. The backup people also have proper instructions when their responsibilities take place.

Schedule - Please Call 727-584-2128

Saturday, July 11, 2020
(10:00 a.m. – 11:30 a.m.)

Saturday, July 25, 2020
(10:00 a.m. – 11:30 a.m.)

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Remember, Estate Planning is an ongoing process and is not a single one-time transaction.

Go to: Registration Page

Agenda / Event Flyer (Not Available)

Due to Covid-19 we may be required to make adjustments to our normal business hours and workshop activities. Please contact our office 727-584-2128 or email for more information.

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Call: (727) 584-2128 ~ Fax: (727) 586-2324

Workshop Location:
McManus & McManus Conference Center, 79 Overbrook Blvd., Largo, FL  33770