Join us on Zoom as we explore how families can make thoughtful, confident decisions about what comes next – how wealth is transferred, when gifting makes sense, and whether existing estate plans still align with long-term goals. These choices can have a lasting impact on your family, your business, and your legacy. View speakers and register today!
Trump Accounts: What Families Need to Know
This session covers how estate planning keeps your wishes current, protects your wealth, and prepares your family for what’s next.
Date: July 15, 2026
Time: 2:00 PM – 3:00 PM CDT
Location: Zoom
Estate Planning Fundamentals and Common Missteps
This session covers how estate planning keeps your wishes current, protects your wealth, and prepares your family for the future.
Date: July 29, 2026
Time: 2:00 PM – 3:00 PM CDT
Location: Zoom
Gifting Strategies, Family Limited Partnerships, and Highly Appreciated Assets
Families often face key decisions on transferring wealth, and this session explores strategies like gifting, FLPs, and appreciated assets.
Date: August 5, 2026
Time: 2:00 PM – 3:00 PM CDT
Location: Zoom
Real Estate Transfers and Step-Up in Basis Planning
This session explores how families can strategically transfer real estate while preserving wealth and minimizing tax impact.
Date: August 19, 2026
Time: 2:00 PM – 3:00 PM CDT
Location: Zoom
Business Succession and Multi-Generational Wealth Planning
This session covers how business owners can plan for smooth and effective succession to ensure long-term continuity and stability.
Date: August 26, 2026
Time: 2:00 PM – 3:00 PM CDT
Location: Zoom