Financial Planning Seminars & Workshops
Be Prepared, the motto of the Boy Scouts of America. In an effort to help Scouting Families and supporters prepare for the future, the Endowment Committee of the Sam Houston Area Council is offering the following complimentary educational seminars. These seminars are for educational purposes only. Your information will remain confidential and there is no financial commitment.
Wills & Trusts Seminar Webpage
Come learn about the benefits of having a Will or Trust and support your loved ones or organizations close to your heart.
Meet with a qualified professional about your desires and wishes. After the free one hour consultation, receive a “Medical Power of Attorney/Physician’s Directive” document.
Come learn about the tools available to help protect your assets, minimize your taxes and maximize your estate. The probate process, charitable bequests, unitrusts, and estate planning terms will be explained. Through financial planning, achieve your personal goals such as travel, education and more.
CPE, CLE, and CFRE Course Webpage
All CPA’s, Attorneys, & CFRE’s are invited to attend this CPE / CLE course. You will receive credit hours and a certificate of completion will be issued.