On April 11th, 2017 the Goralka Law Firm hosted the Estate Planning and Trust Academy. This full-day, educational event included presentations from John Goralka as well as Marty Jensen of Alliance Title and Geri McHam of the Estate Planning Source.
Topics included the basics of comprehensive estate planning, how to utilize trust services, legacy planning, latest wealth protection techniques, generational wealth transfers and fiduciary best practices to help professionals best market to affluent clients. The courses were designed to help financial professionals incorporate Estate Planning into their businesses to create lifelong clients.
This event was the first of many Estate Planning and Trust Academy presentations that will be conducted throughout the US. Please see a list of tentative dates and locations below and let the Goralka Law Firm know if you are interested in attending or obtaining more information.
Tentative dates:
5/9 – Reno, NV
5/10 – Orlando, FL
6/21 – Washington, D.C.
7/13 – Irvine, CA
9/12 – Atlanta, GA
9/14 – Charlotte, NC
10/10 – Boston, MA
10/12 – Philadelphia, PA
11/7 – Chicago, IL