The TN Living Trust Workshop is an educational event on the topic of Estate Planning strategies. We host these events for the public and we can also schedule a Private event for groups of 10 more at an organization or residential community.  THERE’S NO CHARGE to attend the workshop or for the materials provided. 

Workshop Link - Enroll Now

 

 

Workshop Link - Enroll Now

 

Attendees will receive the following...

1. TN Living Trust Workbook:  A 47-page workbook covering the 25 estate planning topics in the workshop along with a section for documenting much of the information your family may need to know.Attendees will receive the following:

2. Triage Checklist:  Used in the workshop to help identify where you should focus your attention and its level of importance to you.

3. The Widow's Digest:  Attendees can request a copy of this 44 page book on the topic of Estate Settlement covering 35 counties in East Tennessee.  

The workshop is hosted by the Goodman Wealth Management Group of Wells Fargo Advisors and Seth Oakes, an Attorney with Tarpy, Cox, Fleishman & Leveille, PLLC.  Seating is limited and reservations are required.  Enroll by clicking on the "Enroll Now" button (for the desired date) or by calling Libby Underwood (Senior Registered Account Administrator) at 865-415-2062. This event is not intended for current clients of the local office of Wells Fargo Advisors nor for other legal / financial professionals.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Other resources are shown below...

 

 

https://www.wellsfargoadvisors.com/estateguide/index.htm