Workshops - Protecting Wealth

During these times of uncertainty, relating to COVID-19, we want to ensure that all of your needs are met. We are here, we are open and we have virtual options. We have every way to stay in touch through virtual workshops, phone meetings and no-contact appointments.

As law firms are exempt from mandatory closure, we have measures in place to do our part. We have limited staff on-site, use of private, large, conference rooms to promote social distancing, sanitizing measures, and are practicing CDC sterilizing procedures.

Join Us For an Upcoming Workshop

Protecting Your Wealth After the Secure Act of 2020

The SECURE Act that was signed into law in January of 2020 has many implications for retirement plans. Learn the three basic changes that affect retirement accounts and what you should do about it.

Date: Tuesday, November 10, 2020

Time: 10:00 a.m.

Location: 4000 South Range Line Road, Joplin, MO

Hope for the Best, but Protect from the Worst

During this workshop, we will review how to set up a Will or Trust, go over the difference between Revocable and Irrevocable Trusts, and teach you how to protect your assets.

Date: Wednesday, November 11, 2020

Time: 10:00 a.m.

Location: 3816 S. Greystone Ct. Suite A, Springfield, MO 65804

Regardless of if the workshop is virtual or in-person, seating is limited, and reservations are required. Simply fill out the brief form below to secure your spot today.