Planning for the future can feel intimidating, but having the right documents in place is one of the most important ways to protect your loved ones. This workshop will help you understand what estate planning actually involves, why it matters, and how to make decisions that reflect your wishes and values. You’ll learn the basics in a way that feels clear, approachable, and rooted in real-life situations.

We’ll walk through the key pieces of an estate plan, like wills, medical directives, trusts, and strategies for simplifying how your assets are passed on. You’ll learn how each document works, when it’s needed, and how it helps support the people you care about.

FREE 1-Hour Consultation with an Attorney and Power of Attorney Document

Everyone who attends the workshop (in-person or on Zoom) will also receive a free 1-hour consultation with an attorney from Creative Planning, including the full execution of a Power of Attorney document! This service typically costs between $400 and $750, but it’s provided at NO COST to workshop attendees! This benefit is only available to attendees, not just registrants, to ensure the consultation builds directly on what you learn in the session.

Hybrid Format

This workshop is offered in a hybrid format, so you can join us in person in our classroom at our office in the 18th and Vine District or online via Zoom, whatever works best for you.