Seminars & Workshops
We lead with education.
We are not trying to sell you a bundle of documents. We would rather you understood your options first — which is why we teach, in public, for free.
Lisa presents workshops on estate planning, asset protection, planning for business owners, and protecting minor children. You can come, ask questions, and leave without ever becoming a client. Our next session is Thursday, September 17 in Vienna.
Next Session — Thursday, September 17
Wills vs. Trusts: What’s Right for Your Family?
A free evening workshop on the difference between a plan that holds up and one that does not — and how to keep the people you love out of a courtroom.
Most people are told they need a will, or told they need a trust, and almost never told why. We will walk through what each one actually does, where each one fails, and how to tell which one fits your situation.
In This Session
- The essential difference between a plan that works and a plan that fails.
- How to avoid months — sometimes years — of probate.
- How to protect what you leave behind from creditors, lawsuits, and bankruptcy.
- Why a will on its own is often not enough.
- The misconceptions about estate planning we hear most often.
Come, ask questions, and go home. There is nothing to buy and no obligation of any kind.
What We Cover
Practical, not theoretical.
The core decisions
Wills and trusts, who decides for you if you cannot, and how to keep your affairs out of court and out of public record.
Protecting children
Naming guardians, structuring an inheritance so it arrives when it should, and the paperwork that matters at 2 a.m.
Business owners
What happens to a practice or a company if you are suddenly not there, and how the plan and the business fit together.
Two Ways To Use This
Tell us what you need.
Send a note if you would like to hear when the next session is scheduled — or if you would like Lisa to come and speak to your organization, which she does at no charge. Financial advisors, see For Financial Advisors for lunch and learns, training, and roundtables.
Or skip ahead
You do not need to attend a seminar first.
If you would rather just talk to someone, that is completely fine. The first conversation is complimentary.
Schedule a Complimentary Call