Seminars
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Free Quarterly Events to Help You Plan with Confidence
At Estate Planning Coordinator, we believe education is the first step toward peace of mind. That’s why we offer free quarterly seminars to help individuals and families better understand estate planning, probate avoidance, retirement income strategies, and more.
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These events are designed to be approachable, informative, and completely free of pressure. Whether you’re just getting started or looking to update an existing plan, you’ll leave with a clearer understanding of how to protect your legacy.
Why Our Seminars Are Different
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Educational, Not Promotional
These events are designed to inform — not sell. You won’t be pressured to sign up or purchase services during the seminar. The goal is to help you understand your options.
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Led by a Certified Professional
Scott is a certified estate, trust, and retirement specialist with deep experience helping families create legally sound, personalized estate plans. He breaks down complex topics into everyday language.
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Free to Attend
There is no cost to attend our seminars. We simply ask that you register in advance so we can reserve your seat.
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Private Follow-Ups Available
If you have personal questions or want help building your own plan after attending, you can schedule a free one-on-one consultation.
What to Expect at Our Seminars
Each event covers essential estate planning topics in a relaxed, small-group setting. You'll hear directly from Scott — a certified estate, trust, and retirement specialist — who shares real-world insights based on years of experience working with clients in multiple states.
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Typical seminar topics include:
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How to avoid probate
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The difference between wills and trusts
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Power of attorney and healthcare directive essentials
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Tax-free retirement income strategies
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Planning for long-term care and nursing home costs
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Common estate planning mistakes and how to avoid them
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How to protect your family’s privacy and assets
We allow time to schedule a one-hour free consultation at our offices.
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Reserve Your Seat
To register for an upcoming seminar, please visit our [Booking] page or call (256) 246-9590. You may also email scott@estateplanningcoordinator.com with your name, phone number, and preferred seminar date.
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We recommend registering early, as seating is limited for each event.
Upcoming 2026 Seminar Dates
We host events once per quarter at local venues in surrounding communities. Seating is limited, and pre-registration is required.
Below are the confirmed dates for 2026:
Quarter | Date | Time | Location |
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Q1 | February 24, 2026 | 6:00 PM - 7:00 PM | Call for Details |
Q1 | February 26, 2026 | 6:00 PM - 7:00 PM | Call for Details |
Q1 | February 28, 2026 | 11:00 AM - 1:00 PM | Call for Details |
Additional events may be added throughout the year. Please check back regularly or subscribe to our email list for updates.
Who Should Attend?
These seminars are ideal for:
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Retirees or near-retirees
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Families with young children
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Business owners
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Anyone who does not currently have an estate plan
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Individuals who want to update an old will or trust
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Adult children helping parents manage long-term care
No prior knowledge is required — just a willingness to learn and prepare.
Bring a Friend or Loved One
Estate planning affects everyone in your family. Feel free to bring a spouse, adult child, sibling, or friend. These sessions often spark important conversations that continue well beyond the event.
