This series is true community education designed to help you understand estate planning and avoid the pitfalls of the industry. This national award-winning series, created by Peter Kote, offers entertaining, informative, interactive sessions featuring guest speakers. The sessions are moderated by Peter Kote, J.D. (Professional Fiduciary Services) and Carl Lachman, CFP (Eclectic Associates). Workshops are free, no sales pitches, and no solicitations.
The series lasts for eight weeks, September 3 - October 22, with sessions held on Tuesdays from 1:30 to 3 p.m.