Workshop Registration

Attend an upcoming Trust, Estate & Asset Protection Planning workshop to learn about our Unique Process  to help you and your family enhance the security of your lifestyle, life savings and legacy.

During our workshop, we will explain how you can protect your home, spouse and life savings.

To register for an upcoming Trust, Estate & Asset Protection workshop, please complete the form below, or call our registration line at 800-964-4295 (24 hours a day).

Our Workshops are held on weekdays at 10 am and 2 pm, unless otherwise specified.

*In light of public health concerns arising from the novel coronavirus (COVID-19), we are cancelling all in-person seminars through May 4, 2020.  We continue to evaluate the situation and will update any changes in scheduling here on our website.

Our top priority has always been the health and safety of all attendees at our events. 

We still want you to experience our seminars, but for the time being, we are offering a virtual seminar.  Once the risk to our staff and attendees has passed, we’ll begin offering in-person seminars again. *   

Our next Workshops are:      

Thursday April 16, 2020*

10am and 2pm

Saturday April 18, 2020*


Thursday April 30, 2020*

10am and 2pm

Life and Legacy Client Seminar

Thursday May 7, 2020

In Wellesley 10am and 2pm

 Participation is limited so call now!

Estate Plan Workshop