Upcoming Events

Events this Month

Planning for the Business Owner Webinar (Co-presented by The Hardeman Company)

DATE & TIME: January 20th at 11:30am CST

LOCATION: Zoom Session

EVENT DESCRIPTION: Join us for this exclusive workshop designed specifically with today’s business owners in mind and the issues they typically face. Topics covered include:

  • The impact the loss of a key employee has on the owner of a business
  • Way to reward key employees and owners
  • Estate planning issues that will be faced by the business owner and his/her family at death
  • To help lay out a “road map” or action plan for implementing solutions

Register Today!

Planning for Individuals with Special Needs Webinar

DATE & TIME: January 21st at 12:00pm CST

LOCATION: Zoom Session

EVENT DESCRIPTION: In 2013, Mark Stratton and his wife Austin were handed some of the most challenging news of their life, "Your daughter has special needs." As someone who can relate on a personal level, we sincerely hope you will join us to learn more about balancing the cost of medical care and the struggle of being an advocate for your loved one. During this event, Mark will share his experience in how to avoid some of the pitfalls, as well as some of the planning strategies and techniques that can help leverage your resources to provide for the needs of your family.

Register Today!

Upcoming Events For The Year

We are currently working on scheduling more events. Check back for updates!