John Pucheu presents free educational seminars on wide variety of topics to groups or organizations. Those groups include non-profit organizations, employers, associations, special interest groups, support groups and financial advisors in our community.
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
- Testaments, Trusts and other Estate Planning Tools
- Reviewing Your Estate Plan
- Estate Planning for the Small Business Owner
- Estate Planning for Farmers & Ranchers
- The 5 Myths of Estate Planning
Advanced Estate Planning
- Planning with IRAs
- Planning with Charitable Remainder Trusts
- Family Limited Liability Companies & Family Limited Partnerships
- Irrevocable Life Insurance Trusts
- Planning with GRATS and other “intentionally defective” Trusts
Long-Term Care
- Long-Term Health Care
- Senior Survival Workshop
- Protecting Your Assets from a Long Nursing Home Stay
Continuing Education Programs for Financial Advisors
- Basic to Advanced Estate Planning Techniques
- Planning with IRAs
- Business Succession Planning
- Trust Administration (Estate Settlement)
- Special Needs Trusts
- 529 Plans
- Total Return Trusts
- Drafting and Administering Special Needs Trusts
