Estate Planning Seminar: Protecting Your Family’s Plan
Live on Wednesday
The seminar begins at 6:00 PM Central Time
Live Educational Seminar
Estate Planning Seminar: Protecting Your Family’s Plan
Estate planning isn’t just about documents, it’s about clarity, control, and making sure your wishes are actually carried out.
In this live educational seminar, we’ll walk through the most common estate planning mistakes families make, what happens when plans are outdated or incomplete, and how a properly coordinated estate plan helps protect your family, your assets, and your legacy.
This session is designed for families who want peace of mind, not guesswork.
Is This Seminar Right for You?
This educational seminar is designed for individuals and families who want clarity, control, and confidence in their estate plan, not guesswork or generic documents.
Families With Children or Dependents
Understand how guardianship decisions work and what happens if plans are missing, outdated, or unclear.
Those With an Existing Will or Trust
Learn why many estate plans fail in real life and how coordination, updates, and maintenance make the difference.
Anyone Who Wants Peace of Mind
See how a properly designed estate plan helps ensure your wishes are carried out and your family is protected when it matters most.
Your Presenter
— Stephanie McCahon
Estate Planning Specialist, Goldtree Financial Group
Stephanie works with families to help design estate plans that prioritize clarity, coordination, and long-term protection.
In her role at Goldtree Financial Group, she focuses on helping individuals and families understand how estate planning decisions work in real life, not just on paper, so their wishes are carried out as intended.
Live Educational Seminar
Estate Planning Seminar: Protecting Your Family’s Plan
MAKE INFORMED DECISIONS TODAY SO YOUR FAMILY ISN’T LEFT GUESSING TOMORROW
During this live educational seminar, we’ll walk through the foundational elements of estate planning, common mistakes families make, and how different documents work together to protect your wishes.
All attendees will also receive our Estate Planning 101 guide, a plain-English resource designed to help reinforce what’s covered and provide clarity after the seminar.
This seminar helped me understand what estate planning actually means beyond just having documents. It clarified what decisions matter most and why coordination is so important for protecting my family.
— Estate Planning Seminar Attendee
Got Question?
We've got answers
Estate planning can feel overwhelming, especially when you’re not sure where to start or whether your current plan is still effective.
Below are answers to some of the most common questions we receive before the seminar. Our goal is to help you feel informed and confident before attending.
Is this seminar right for me if I already have a will or trust?
Yes. Many families attend because they already have documents but are unsure if their plan still works as intended. This seminar explains why estate planning is more than paperwork and how coordination and updates make the difference.
Will this seminar be a sales presentation?
No. This is an educational seminar focused on helping you understand estate planning concepts and common pitfalls. There is no obligation to move forward with anything after the session.
What topics will be covered during the seminar?
We’ll cover common estate planning mistakes, guardianship considerations, executor and beneficiary roles, and why many estate plans fail due to lack of coordination. The goal is clarity, not complexity.
What happens after the seminar?
Attendees who would like help applying what they’ve learned to their own situation will have the option to schedule a private estate design session. There is no requirement to do so.
Does this seminar cover Medicaid planning or asset-hiding strategies?
No. This seminar focuses on estate planning education for families who want clarity, control, and coordination — not asset hiding or Medicaid qualification strategies.
Pages
Home
About Us
Contact Us
Our Products
Social
Disclaimer: This seminar is for educational and informational purposes only. It is not intended as legal, tax, or financial advice. Estate planning documents and strategies should be reviewed with qualified professionals based on your individual situation.