Please contact our office to learn how to attend any available workshops
Planning For What Matter's Most and "The Rest of the Story" (A two night workshop offered through Community Education Programs in many communities)
Night 1 (2 hours) - Planning For What Matters Most: Estate Planning is so much more than avoiding probate and saving taxes. Learn about the planning that affects those things that matters most in your life.
Night 2 (2 hours) - The Rest of the Story: OK, so everybody still needs to learn about avoiding probate and saving taxes and also planning for nursing home/medical assistance issues.
February 21st and 28th, 2012 at 6:30 Fairmont Community Education
March 6th and 15th, 2012 at 6:30 Luverne Community Education
March 20th and 27th, 2012 at 6:30 Pipestone Community Education
April 12th, 2012 at 6:30 Workshop at Worthington American Reformed Church (both nights combined in 2 hrs)
April 24th and May 1st, 2012 at 6:30 Springfield Community Education
(If you would like this course to be taught in your community have your community ed supervisor give us a call!)
WHEN SHOULD I UPDATE MY ESTATE PLAN? (1 hour) What things change and make your estate plan work or not work.
March 10, 2012 Windom Farm and Home Show 1:00
LEGACY AND LIFE, "Defining Your Legacy" with Edward Jones of Jackson, MN April 4, 2012 Hi-Lo Supper Club of Lakefield by Invitation through Edward Jones
Southern Minnesota Estate's Council Annual Event for Professional Advisors One day of CE and CFP accredited courses for Financial Advisors September 20th, 2012 in Tyler, MN
FARM TRANSFER & ESTATE PLANNING None available at this time
MEDICAL ASSISTANCE PLANNING See the two day course above
LIMITED LIABILITY COMPANIES See Advanced Estate Planning Above