Set up a seminar

I’d love to talk to your company or organization about how your folks can protect themselves, their loved ones, and their assets. If you’re interested in getting in contact with me to set up a free estate planning seminar, the first step is watching my video. Then, read about what I need from you, fill out the Seminar Inquiry form, below, and we’ll be in touch soon.

Some companies and organizations prefer to have our office set up a seminar web page instead of a live seminar. We have an entire educational estate planning seminar available for your employees or your members to watch at their leisure.  The seminar is available for a limited period of time. Employees or members can access the link to watch alone or with spouses/partners. The link will expire after a designated period of time  (up to 30 days).

Click Sample Page

  • Fill out the contact information, below. I will contact you within a few business days.

  • I’ll need a quiet room with sufficient capacity for the event. I’ll arrive around 11:30 to help get the room ready. The seminar will last for forty-five minutes. There will be time for questions, too.

  • I can present my seminar using a PowerPoint side show if you have the audio/visual equipment for that kind of an event. If not, then I'll need a large whiteboard or an easel with plenty of blank chart paper. Let me know which type of presentation you prefer. 

  • Our office will send you event announcements that you are free to edit, but you'll have to send those announcements around to your employees or target group. 

Bring Me To Your Company!
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seminar Samples

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