top of page

Upcoming In-Person Events

An Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that you protect your family from the nightmare of Probate Court, as well as, the unnecessary expense of hefty legal fees associated with Probate. Come join us at this very special event exclusively for Adults and Retirees. Learn various methods and the Best Practice to protect your family from unnecessary legal fees and wasted time in Probate.

Join Us for an Educational Event at:
team.png

Mathis Financial Corporation

May 19, 2025 - Monday

1:30PM

team.png

Mathis Financial Corporation

May 20, 2025 - Tuesday

1:30PM

team.png

Mathis Financial Corporation

May 19, 2025 - Monday

6:00PM

team.png

Mathis Financial Corporation

May 20, 2025 - Tuesday

6:00PM

Call our reservation line at: (833) 849-0471 (Toll-Free, 24 Hours)
Register online at: www.youRSVP.com and enter code: JUMVUP

What You'll Gain
from our seminar

Clarity on Wills, Trusts & Probate

Wills, Living Trusts, Probate… it can all sound overwhelming—but we break it down in plain English. You’ll learn the real differences between these tools, when to use them, and how to avoid the costly and time-consuming probate process that catches many families off guard. Whether you're just starting to plan or already have a will, this seminar will help you understand what might still be missing.

Strategies to Protect What Matters Most

Most people don’t realize how vulnerable their homes, savings, and even loved ones can be—until it’s too late. We’ll show you how to safeguard your home from being lost to nursing care costs, how to protect your children’s inheritance from lawsuits or divorces, and why naming the wrong beneficiary can lead to heartbreaking consequences. You’ll walk away with strategies you can implement to protect everything you’ve worked so hard for.

Knowledge You Can Trust

Estate planning isn’t just about paperwork—it’s about protecting your legacy. By the end of the seminar, you’ll know what to look out for, what to fix, and what to do next. You’ll also hear about our exclusive “90 in 90 FORMula™” process, designed to get your plan done right—and fast. Whether you’ve got a family with special needs, a blended family, or just want to make sure things are in order, you’ll leave empowered, informed, and ready to take action.

bottom of page