Trusted by Families Across America
Over the years, Mathis Financial Corp has proudly hosted educational seminars across America, helping families understand the importance of Wills, Living Trusts, and proper Estate Planning. These events offer a welcoming environment where attendees can learn about protecting their assets, avoiding probate, and securing their family’s future. Take a look at some highlights from our past events—we’re committed to providing clarity, trust, and peace of mind to every family we meet.
Hear from our clients
We don’t just talk about impact—we let our clients show you.
Hear directly from families who’ve worked with us and experienced the peace of mind that comes with proper Estate Planning.
photos and highlights from our recent estate planning seminars
Wills & Living Trust seminar
March, 2025
Wills & Living Trust seminar
January, 2025
Wills & Living Trust seminar
September, 2024
Wills & Living Trust seminar
June, 2024
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.