Why we created this workshop & webinar:

Estate planning is for everybody, not just the wealthy. Without an appropriate estate plan, friends and relatives can spend a lifetime (and their life savings) battling over your assets. It can be intimidating, but it is a necessary step in ensuring that your assets end up where you want them, without the interference of the IRS or third parties.

Our workshops and webinars are crafted by our team of experienced attorneys and experts, providing you with valuable knowledge to navigate the ever-changing legal landscape. Whether you’re a legal professional, business owner, or an individual seeking to expand your legal understanding, our events are tailored to cater to your needs.

Upcoming FinCEN Webinars

  • No webinars are scheduled at the moment. Stay tuned for upcoming dates!

RSVP today for our FinCEN webinar here.

Clovis Upcoming Workshops

  • Estate Planning Essentials: October 01, 2024, 12:00pm @ Clovis Veteran’s Memorial District.
  • Estate Planning Essentials (Online): October 29, 2024, 3:30 pm.
  • Estate Planning Essentials: November 15, 2024, 12:00pm @ Clovis Veteran’s Memorial District.
  • Estate Planning Essentials: December 10, 2024, 11:30pm @ Clovis Veteran’s Memorial District.

RSVP today for our next in-person workshop here.

Madera Upcoming Workshops & Webinars

  • Estate Planning Essentials: September 26, 2024, 1:00pm @ Madera Main Library.
  • Estate Planning Essentials: October 24, 2024, 1:00pm @ Madera Main Library.
  • Estate Planning Essentials: November 21, 2024, 1:00pm @ Madera Main Library.
  • Estate Planning Essentials (Online): December 19, 12:30 pm.

RSVP today for our next in-person workshop here.

Solvang Upcoming Workshops & Webinars

  • Estate Planning Essentials (Online): September 20, 5:30 pm.
  • Estate Planning Essentials: October 16, 2024, 10:00am @ Crafthouse at Hotel Corque.
  • Estate Planning Essentials: November 6, 2024, 10:00am @ Crafthouse at Hotel Corque.
  • Estate Planning Essentials (Online): November 19, 10:00 am.
  • Estate Planning Essentials: December 4, 2024, 10:00am @ Crafthouse at Hotel Corque.

RSVP today for our next in-person workshop here.


Past Workshops & Webinars:

  • September 12, 2024, 12:00pm @ Clovis Veteran’s Memorial District.
  • Estate Planning Essentials (Online): September 03, 3:30 pm.
  • Estate Planning Essentials (Online): August 29, 2024, 1:00pm.
  • FinCEN Made Simple: Part 2 on August/20 @ 12:30 PM.
  • August 12, 2024, 1:00pm @ Clovis Veteran’s Memorial District.
  • FinCEN Made Simple: Part 1 on August/06 @ 12:30 PM.
  • Estate Planning Essentials Webinar: July/30 @ 1:00 PM.
  • Estate Planning Essentials Webinar: July/26 @ 1:00 PM.
  • FinCEN Made Simple Webinar: Part 1 on July/02 at 12:30 PM.
  • FinCEN Made Simple Webinar: Part 2 on July/16 at 12:30 PM.
  • June 27, 2024, 1:00pm @ Madera Main Library.
  • June 5, 2024, 10:30am @ Crafthouse at Hotel Corque.
  • May 23, 2024, 3:30pm @ Madera Main Library.
  • May 9, 2024, 1:00pm @ Clovis Veteran’s Memorial District.
  • May 1, 2024, 10:30am @ Crafthouse at Hotel Corque.
  • April 23, 2024, 1:00pm @ Madera Main Library.
  • April 18, 2024, 10:30am @ The Leta Hotel.
  • April 10, 2024, 1:00pm @ Clovis Veteran’s Memorial District.
  • April 3, 2024, 10:30am @ Crafthouse at Hotel Corque.
  • March 21, 2024, 3:30pm @ Madera Main Library.
  • March 20, 2024, 10:30am @ Kimpton Canary Hotel.
  • March 14, 2024, 3:30pm @ Clovis Veteran’s Memorial District.
  • March 6, 2024, 10:30am @ Crafthouse at Hotel Corque.
  • February 28, 2024, 1:00pm @ Madera Main Library.
  • February 22, 2024, 10:30am @ Kimpton Canary Hotel.
  • February 15, 2024, 1:00pm @ Clovis Veteran’s Memorial District.
  • February 8, 2024, 10:30am @ Crafthouse at Hotel Corque.
  • January 24, 2024, 1:00pm @ Madera Main Library.
  • January 17, 2024, 10:30am @ Kimpton Canary Hotel in Santa Barbara.
  • January 11, 2024 11am @ Clovis Veteran’s Memorial District.
  • January 3, 2024 10:30am @ Crafthouse at Corque in Solvang.
  • December 7, 2023 10:30am @ the Kimpton Canary Hotel in Santa Barbara.
  • December 6, 2023 10:30am @ Craft House at Corque in Solvang.
  • November 16, 2023 10:30am @ the Kimpton Canary Hotel in Santa Barbara
  • November 15, 2023 10:30am @ Craft House at Corque in Solvang.
  • October 26, 2023 10:30am @ the Kimpton Canary Hotel in Santa Barbara.
  • October 25, 2023 10:30am @ Craft House at Corque in Solvang.
  • September 29, 2023 10:30am @ the Kimpton Canary Hotel in Santa Barbara.
  • September 28, 2023 10:30am @ Craft House at Corque in Solvang.
  • August 24, 2023 10:30am @ the Kimpton Canary Hotel in Santa Barbara.
  • August 23, 2023 10:30am @ Alisal Ranch and Resort in Solvang.
  • July 27, 2023 10:30am @ the Kimpton Canary Hotel in Santa Barbara.
  • July 26, 2023 10:30am @ Alisal Ranch and Resort in Solvang.