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.
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.
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.
Tax Mitigation Strategies for Retirement
October, 2002 - TBD