Workshop

In-Person Estate Planning Workshop

Location: 12201 Merit Dr., Suite 205, Dallas, TX 75251

Saturday, July 12th, 2025 from 10 AM until 12 PM

The purpose of this workshop is to inform you as to changes in the law and changes in the immediate future that may have an impact on your estate documents and/or estate planning. This will be an educational program and no products or services will be sold. This will include the legal aspects, your personal family aspects and ensuring your plan meets your needs now, during any potential disability and after your passing.

Workshop Registration

Zoom Medicaid Planning Webinar

Location: Zoom

Tuesday, July 29th, 2025 from 10 AM until 12 PM

Webinar Registration

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