TRUST-A-THON LIVE TOUR

PHILLY 4/11/26    

NEW YORK 4/12/26  

ATLANTA 4/18/26    

CHARLOTTE  4/19/26  

HOUSTON 4/25/26

CHICAGO 05/02/26

 This Live Trusteeship experience is designed to help you:

How to properly run a trust

How to avoid common trust mistakes and hurdles

Learn how to prepare trustees to take over confidently

Strategy and Structure on how your trust is properly funded

Protect your assets and family legacy the right way

Whether you are a beginner, intermediate, or have already created a trust but feel unsure about the next steps, this tour will give you clarity, structure, and confidence.

Our Goal is to show you how to operate, fund, and transition your trust smoothly so your legacy is protected without confusion, delays, or legal missteps.

IMPORTANT DISCLAIMER

This event is for educational purposes only.
The information provided during the TRUST-A-THON Tour is not legal advice, tax advice, or financial advice. Participation in this event does not create an attorney client relationship. Attendees are encouraged to book with a qualified professionals, tax professional, or financial advisor regarding their specific situation before implementing any strategies discussed.