Speaker Connection

Steffan & Associates, P.C.Steffan & Associates, P.C. presents free educational seminars on a wide-variety of topics to groups or organizations. Those groups often include non-profit organizations, employers, associations, special interest groups, support groups and financial advisors in our community. To see a list of our Corporate and Non-Profit Presentation Sponsors, click here.

If you would like to request a private seminar for your group or organization, or to suggest a location to have a public seminar, click here.

 

Presentations Available (but not limited to):

Legacy Wealth Planning

• Estate Planning Myths: Why Most Estate Plans Fail and What to Do About It
  
   
• Why Most Living Trusts Don’t Work

Basic Estate Planning

• Wills & Living Trusts
  
   
• Reviewing Your Estate Plan
  
   
• Estate Planning for the Small Business Owner
  
   
• Estate Planning for the Gay & Lesbian Community
  
   
• The 5 Myths of Estate Planning

Advanced Estate Planning

• Planning with IRAs
  
   
• Planning with Charitable Remainder Trusts
  
   
• Family Limited Partnerships
  
   
• Irrevocable Life Insurance Trusts
  
   
• Lawsuit & Asset Protection