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7 Winter
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21 Webinar – “What will 2010 bring?” (12pm-1pm) |
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16 Annual Mardi Gras Client Appreciation Party
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13 Texas Forum (8:30 am – 4:30 pm) |
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18 Webinar – “Benefits of Roth Conversions” (12pm – 1pm) |
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27 Client Workshop – “Basics for Trustees” (10am – 1pm)
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2 Spring Newsletter |
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7 Webinar – “Importance of Insurance in
your planning” (12 – 1pm) |
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17 Workshop – “Estate Planning: LGBT What you must know” St. John’s Methodist Church (9:30am-1pm) |
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12 Workshop – “Estate Planning in 2010” (10-11:30am)(5:30-7pm)
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20 Webinar – “Ranchers & Famers: Wills & Trusts” (12-1pm) |
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6 Organ Donation
Fundraiser: w/ Wendy Marx Foundation -Carl Lewis guest speaker |
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9 Workshop – “Elder Law: Medicaid &
Beyond” (12-1pm) |
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17 Webinar – “Kids are off to college: What
do I need to know?” (12-1pm) |
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14 Joint Presentation w/ RAM Financial (11:30am-1pm) |
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2 Summer Newsletter |
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25 Workshop – “Estate Planning in 2010” (10-11:30am)(5:30-7pm)
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26 Presentation – RAM Financial (12-2pm) |
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28 Texas Forum (8:30am-4:30pm) |
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15 Workshop –“Estate Planning for your Brady Bunch” (5:30-7pm)
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16 Webinar – “Estate Planning for your Parents” |
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20 Workshop –“LGBT Special Estate Planning Discussion” (10-11:30am)(5:30-7pm)
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21 Webinar – “Mom lives with me: Now what?” |
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2 Fall Newsletter |
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10 Client Workshops: “Training
your Trustee” (10:30-12pm) (5:30-7pm) |
11 Webinar – “Roth Conversions: It is not
too late” |
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1 Happiest Holidays ! |
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