Mark S. Eghrari and Associates presents seminars on numerous educational topics to any group or organization. These FREE educational seminars are offered by Mark S. Eghrari and Associates to non-profit organizations, employers, associations, special interest groups, support groups, and financial advisors in our community. This list of topics is not all-inclusive; if you have a specific topic in mind you would like us to discuss, please let us know. Our topics include:
Estate Planning & Living Trusts
Basic Estate Planning: Wills & Living Trusts
The Estate Tax Repeal
Reviewing Your Estate Plan
Planning with IRAs
Long Term Health Care
Senior Survival Workshop
Protecting Your Assets from a Long Nursing Home Stay
Planning with Charitable Remainder Trusts
Family Limited Partnerships
Irrevocable Life Insurance Trusts
Lawsuit & Asset Protection
Estate Planning for the Small Business Owner
Estate Planning for the Gay & Lesbian Community
Estate Planning for Farmers & Ranchers
Continuing Education Programs for Financial Advisors
- Basic to Advanced Estate Planning
- IRAs
- Business Succession Planning
- Trust Administration (Estate Settlement)
- Special Needs Trusts
- 529 Plans
- Total Return Trusts
- Tax Reform Act of 2001
Click on the below link if your group is interested in having Mark S. Eghrari and Associates
conduct a workshop or be a key-note speaker. We will contact you regarding
availability, date, and location.
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