Join Us For An Advisor Half-Day Seminar | June 20
In the ever-evolving landscape of asset protection and estate planning, standing still means falling behind. That’s why we’ve created a half-day seminar designed to give advisors the tools, tactics, and insights needed to stay ahead of the curve.
Future-Proofing: The Latest Asset Protection & Estate Planning Tactics For Advisors
Friday, June 20, 2025
9:00 AM – 12:30 PM (Check-in begins at 8:30 AM)
The Country Club of Sioux Falls | 3400 W 22nd St., Sioux Falls, SD
Attendees Will Learn
This isn't just theory — it’s practical, actionable planning designed for real-world results:
- Asset Protection 101: Learn how to safeguard clients from scammers, nursing home spend-downs, and the "IRA bomb."
- Tax-Smart Estate Strategies: Minimize estate taxes and make legacy planning more efficient.
- The Dirty Dozen Mistakes: Avoid the most common (and costly) estate planning errors.
- Estate Planning in Today’s World: Get updates on legislation, inheritance strategies, and trust planning.
There’s a bonus session:
The Art of the Conversation — (No CE credit, but plenty of value.)
Who Should Attend?
- Accountants
- Financial Advisors
- Business Advisors
- Insurance Professionals
- Real Estate Agents
- Trust Officers
- Bankers
Earn Up to 3 Hours of FREE Continuing Education Credit
Professionals eligible for CE credit include:
- CPAs & Accountants (NASBA approved)
- Financial Planners (CFP® approved)
- Insurance Professionals (SD DOI approved)
- Real Estate Agents (SD REC approved)
All attendees will receive a certificate of completion, and attendance will be reported as required.
Presented by:
Jayna Voss and Bobbi Thury, co-founders of Legacy Law Firm, P.C., bring unmatched experience in complex estate planning, asset protection, elder law, and business planning.
Space is Limited — Register Today
Email your name, address, phone number, and license info to:
events@legacylawfirmpc.com
Or call us at 605-275-5665 with any questions.
Don't miss this chance to elevate your practice.
