Beyond the Basics Workshops

We are not holding any Beyond the Basics Workshops at this time.

Questions? Contact our Client Coordinator at 217-726-9200 or at tarina@edwardsgroupllc.com.

To download our current learning calendar with all of our workshop dates, click HERE.
reverse mortgage

Estate Planning Basics Workshops

Do you know you need a will but don’t know where to start?

Is the thought of estate planning so overwhelming you give up before you begin?

Do you know how old your will is?

Are your kids as good with money as you are?

Do you keep putting off for someday what you really should take care of today?

The best estate planning comes from being educated about your options. Most Edwards Group clients are surprised at how easy we make the estate planning process. However, we know sometimes it’s hard to take the first step. That’s why, at Edwards Group, we do all we can to make the process painless. One of the easiest first steps you can take towards protecting your loved one is to attend one of our many FREE workshops. Just find a topic, date and time that work for you, then give us a call at 217-726-9200 or email our Client Coordinator at Tarina@EdwardsGroupLLC.com to RSVP.

WILLS: What you need to know about Wills and Trusts
1 hour workshop.
A good starting point if you have no plan or an old Will lying around.
Thursday, January 5 @ 1:30 pm (Springfield)
Friday, January 27 @ 11:00 am (Decatur: Summit Tax & Accounting, 3040 N. University) 

New Client Orientation: Is Edwards Group right for you?
1 hour workshop.
How we work, key steps in our process, how fees are calculated.
Tuesday, January 31 @ 1:30 pm

COMING SOON:
Trustees: How to pick a Trustee (and how not to)

See more workshop topics like IRA’s, Living Trusts, Estate Taxes and more on our Beyond the Basics page.

Questions? Contact us at 217-726-9200 or by email at Tarina@edwardsgroupllc.com.

Do you know someone who could benefit from attending one of our workshops? Feel free to pass along a flyer or bring them along!

RSVP required. Springfield workshops are held in the Community Room at the Edwards Group offices in Springfield, Illinois. RSVP required. Space limited.