Money

All seminars and workshops are educational in nature; no financial products, services or insurances of any kind will be promoted in these classes.

Please click on the class title to be taken to our online registration system.

Estate Planning & Trusts: What You Need to Know

To ensure that your wishes about who should get what are heeded and that costs and inconveniences of probate and estate taxes are avoided after your death, it is critical to do estate planning now. With estate planning, you can make sure your medical and business decisions are made by someone you trust if incapacity strikes—without court interference and with as little disruption as possible to your loved ones.  NOTE: Your class fee includes bringing a guest if you’d like; please provide their name at registration. 