Events
There are no upcoming events at this time.
Past Events
2019 Trust and Estate Symposium (4th Annual Event)
The Woodlands, TX 77380 United States
Enjoy a networking and CE Event with Speakers Alan Moore, MS, CFP and David Meredith, JD, Board Certified in Estate Planning and Probate, Texas Board of Legal Specializations Learn more […]
Probate and Trust Administration What will Clients Experience?
The Woodlands, Texas 77380
As direct feedback from our recent Symposium, this month we’ll discuss the Probate process. Why we need Probate; who is required to do probate; and, the steps from beginning to end. We’ll also discuss the many types of Probate and the best course of action for different situations.
Probate and Trust Administration: What Will My Client Experience?
The Woodlands, Texas 77380
Join us to better understand what your clients experience during the legal process after the death of a loved one.
Review of the new SECURE Act – Tuesday, February 11, 2020 at 7:30 am
The Woodlands, Texas 77380
The SECURE Act, known as the Setting Every Community Up for Retirement Enhancement Act was signed into law on December 23, 2019. This law was designed to help more people […]
Review of the new SECURE Act – Wednesday, February 12, 2020 at 12:00 pm
The Woodlands, Texas 77380
The SECURE Act, known as the Setting Every Community Up for Retirement Enhancement Act was signed into law on December 23, 2019. This law was designed to help more people […]
WEBINAR – Estate Planning Check-Up
You have probably heard the saying "The only constant is life is change" and that could not be more accurate as we consider the past few weeks. We have seen […]
WEBINAR: Planning Under the Biden Administration: Insights Related to How Estate Planning May be Impacted
1 hour free CFP CE Credit In this new year we find ourselves dealing with some of the same questions and issues that we dealt with in 2020 (i.e. COVID) […]
