Upcoming Workshops

How to Protect Your Stuff in 3 Easy Steps

Our free Janesville and Wales workshops offer attendees an inviting and relaxed environment. Each workshop delivers essential benefits and practical advice on safeguarding your well-being, preserving assets, protecting your estate, and ensuring a lasting legacy for your loved ones.

Janesville Workshops 

1st Wednesday of the month at 10:00 AM
3rd Wednesday of the month at 5:30 PM

  • April 2nd, 10:00 AM
  • April 16th, 5:30 PM
  • May 7th, 10:00 AM

Details and to Register for a workshop at our Janesville location


Wales Workshops 

2nd Tuesday of the month at 10:00 AM
Last Tuesday of the month at 5:30 PM

  • April 8th, 10:00 AM
  • April 29th, 5:30 PM
  • May 13th, 10:00 AM

Details and to Register for a workshop at our Wales location

Workshop Essential Benefits and Practical Advice 

1. Get Answers to Specific Questions: The opportunity to ask questions allows you to address your unique concerns.

2. Dispel the myths about securing your future.

3. Gain clarity: Learn the fundamentals of estate planning, including wills, trusts, and power of attorney, to better understand your options.

4. Empower yourself with knowledge you didn’t know you needed.

5. Avoid common mistakes: This helps you avoid costly mistakes and ensures your plan is legally sound.

6. Peace of Mind: Know proactive steps to reduce uncertainty and provide clarity and protection for yourself and your loved ones.

7. Resource Materials: Receive valuable handouts or resources that can serve as reference materials after the workshop.

8. Schedule a Free Vision Consultation. This will help clarify your estate planning needs and what documents may be necessary for your unique circumstances.

Retail Workshop 

FREE interactive educational workshop. Learn how to protect your assets and preserve your options when the unexpected occurs.