Our Upcoming Live Events

We take pride in offering the finest in educational and strategic planning seminars.

Please check back often for the latest schedule in your area. 


Please reference the Event Registration Drop-Down for additional details and the registration form for the event you would like to attend.

Thursday, August 4th, 2022

10:30 am  |  1:30 pm  |  6:30 pm

El Dorado County Fair Grounds

Live In-Person Educational Event

An Estate Plan is vital for any individual, couple or family that owns a home, has dependent children or has assets. Ensure that your Estate Planning is in good order by reviewing the various methods and best practices families are using to avoid the unnecessary delays, legal fees and wasted time of Probate Court.

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Saturday, August 6th, 2022

11:30 am  Pacific Time

Live Online Workshop

Your will is not enough to protect the welfare of your minor child or disabled child. 

Only a properly designed trust allows you to avoid probate court. A Universal Guardian Trust Gives you ultimate control of your child's future.

Art Class

Wednesday, August 24th, 2022

1:00 pm to 2:00 pm Mountain Time

Live Radio Interview

Worried about how taxes and inflation are negatively effecting your financial plan? Join Monica Breaux for her live radio interview on KFNX 1100AM to hear about solutions that can provide individuals, families and businesses an insulation from the negative effects of the economy.

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Wednesday, September 14th, 2022

2:30 pm

Casey's at Zephyr Cove, NV

Live, Fun In-Person Event!

An Educational and Fun Series To Learn How to Enrich Lives Through Giving


Tax Mitigation Strategies for Retirement

October, 2002  - TBD


Details Shortly

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