Upcoming Seminar Dates
We currently do not have any fixed dates scheduled. Please use the form on the right to express your interest, and we will contact you personally as soon as the next event is confirmed!
- Next Scheduled Event: TO BE DETERMINED
What You'll Learn
An **Estate Plan is vital** for any individual, couple, or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the most common costly mistakes. We’ll cover the following topics, in easy to understand terms:
- The advantages and disadvantages of Wills and Living Trusts
- How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away)
- How Probate Court works and why you may want to avoid it for your family
- Why putting property in your children’s names may be a mistake
- Common missteps by families raising children with challenges, disabilities or special needs
- Protecting your home from being swallowed up by the Costs of Nursing Home Care
- Protecting your heirs inheritance from lawsuits, divorce and spend-thrifts
- Best practices for naming retirement accounts and Life Insurance beneficiaries
- How the new Secure Act affects your Trust and/or Retirement Accounts.
Register your interest to be our guest at this unique and FREE educational event. If married, spouses are encouraged to attend. Adults only.
Get to Know Your Host
Bob West
Dedicated Financial Estate Planner
Bob West is a dedicated financial estate planner with a background in financial services. Before embarking on his career in finance as an estate planner, he served in the United States Coast Guard as a firefighter, where he developed a strong sense of discipline, leadership, and commitment to helping others. Bob's experience in high-pressure situations has equipped him with the skills to navigate complex financial landscapes and provide his clients with sound, strategic advice.
Our Office Location
Harrisonville, MO 64701 Get Directions to Our Office