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Join Us For An Advisor Boot Camp | June 20 | Legacy Law Firm

Written by Legacy Law Firm | Jun 3, 2025 9:09:16 PM

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.