Armstrong, Fisch & Tutoli, Attorneys at Law, presents free educational seminars on wide-variety of topics to groups or organizations. Those groups often include non-profit organizations, employers, associations, special interest groups, support groups and financial advisors in our community.
If you would like to request a private seminar for your group or organization or to suggest a location to have a public seminar, click here.
Presentations Available (but not limited to):
Legacy Wealth Planning
- Estate Planning Myths: Why Most Estate Plans Fail and What to Do About It
- Why Most Living Trusts Don’t Work
Basic Estate Planning
- Wills & Living Trusts
- Reviewing Your Estate Plan
- Estate Planning for the Small Business Owner
- Estate Planning for the Gay & Lesbian Community
- Estate Planning for Farmers & Ranchers
- The 5 Myths of Estate Planning
Advanced Estate Planning
- Planning with IRAs
- Planning with Charitable Remainder Trusts
- Family Limited Partnerships
- Irrevocable Life Insurance Trusts
- Lawsuit & Asset Protection
Long-Term Care
- Long-Term Health Care
- Senior Survival Workshop
- Protecting Your Assets from a Long Nursing Home Stay
Continuing Education Programs for Financial Advisors
- Basic to Advanced Estate Planning Techniques
- Planning with IRAs
- Business Succession Planning
- Trust Administration (Estate Settlement)
- Special Needs Trusts
- 529 Plans
- Total Return Trusts
- Drafting and Administering Special Needs Trusts
Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Placing business through Avantax Insurance Services SM. CA# 0D57837