Make your reservation for Wills & Living Trusts for Fretz Park - Black
THE PLAZA AT PRESTON CENTER
UNIVERSITY PARK
PUBLIC LIBRARY
Address: 8383 Preston Center Plaza, Suite 200 Dallas, TX 75225
Time: March 27th
2:00 pm – 3:00 PM
Mark S. Gardner
214-762-2327
THE PLAZA AT PRESTON CENTER
UNIVERSITY PARK
PUBLIC LIBRARY
Address: 8383 Preston Center Plaza, Suite 200 Dallas, TX 75225
Time: March 25th
2:00 pm – 3:00 pm
or 6:00 pm – 7:00 pm
Mark S. Gardner
214-762-2327
Fretz Park Branch Library
Address: 6990 Belt Line Road . Dallas, TX75254
Time: Monday May 19, 2025, 1:00 p.m
Fretz Park Branch Library
Address: 6990 Belt Line Road . Dallas, TX75254
Time: Tuesday, May 20, 2025, 1:00 p.m.
Fretz Park Branch Library
Address: 6990 Belt Line Road . Dallas, TX75254
Time: Tuesday, May 20, 2025 6:00 p.m
Upcoming Event
The Changing World of Retirement Planning By The Society Of Financial Awareness (SOFA)
Venue
Brookhaven College,
H Building, Room H126
Address
3939 Valley View Ln,
Farmers Branch, TX 75244
Parking
Park in front of the building or use Lot 4 (located right next to it).
Finding Us
Room H126 is located immediately
to the right upon entering the building.
| Event Date | Workshop Type | Registration |
|---|---|---|
| Sept 10, 2026 | Workshop 1 |
Register Now
6:30 pm – 9:30 pm
|
| Sept 15, 2026 | Workshop 2 |
Register Now
6:30 pm – 9:30 pm
|
| Sept 17, 2026 | Workshop 1 |
Register Now
6:30 pm – 9:30 pm
|
| Sept 22, 2026 | Workshop 2 |
Register Now
6:30 pm – 9:30 pm
|
| Jan 28, 2027 | Workshop 1 |
Register Now
6:30 pm – 9:30 pm
|
| Feb 2, 2027 | Workshop 2 |
Register Now
6:30 pm – 9:30 pm
|
| Feb 4, 2027 | Workshop 1 |
Register Now
6:30 pm – 9:30 pm
|
| Feb 9, 2027 | Workshop 2 |
Register Now
6:30 pm – 9:30 pm
|
| April 22, 2027 | Workshop 1 |
Register Now
6:30 pm – 9:30 pm
|
| April 27, 2027 | Workshop 2 |
Register Now
6:30 pm – 9:30 pm
|
| April 29, 2027 | Workshop 1 |
Register Now
6:30 pm – 9:30 pm
|
| May 4, 2027 | Workshop 2 |
Register Now
6:30 pm – 9:30 pm
|
Important Registration Policy Note
These workshops cover two workbooks. If you are unable to attend the second class, you are welcome to make it up during the following week’s session.
YOU WILL DISCOVER HOW TO:
An estate plan is essential for any individual, couple, or family that owns a home and has assets. Ensure your estate planning is in order by reviewing methods families use to avoid Probate Court delays and legal fees. Discover strategies and best practices to protect your family from unnecessary costs and wasted time in probate.
- Evaluate the recently passed OBBBA legislation and its potential impact on your retirement
- Avoid the three basic “pitfalls” of retirement distribution planning
- Assess your financial readiness for retirement
- Use the 3 basic types of retirement accounts to maximize cash flow moving forward
- Evaluate the benefits of a Roth Conversion
- Maximize Social Security income
- Reduce, or eliminate unwanted expenses or delays with estate planning
- Reduce the financial impact of long-term care through proactive planning
Will & Living Trusts
An estate plan is essential for any individual, couple, or family that owns a home and has assets. Ensure your estate planning is in order by reviewing methods families use to avoid Probate Court delays and legal fees. Discover strategies and best practices to protect your family from unnecessary costs and wasted time in probate.
It’s astonishing how many people don’t have critical documents like Wills, Trusts, Power of Attorney, and Medical Power of Attorney in place. Without these, you could unintentionally leave your loved ones facing undue stress and avoidable financial burdens—especially when it comes to probate costs.
Think of these documents as gifts to your family. They provide clarity, direction, and peace of mind during difficult times. By acting now, you ensure your wishes are honored and your loved ones are protected.
This workshop is designed to help you and your family avoid the most common costly mistakes. Join us for one of our complimentary sessions listed below. Space is limited.
Fill Out the Form to Register for the SOFA Event
An Estate Plan is vital for any individual, couple or family that owns a home and has assets.
Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.
Complimentary Estate Planning Workshop: Wills & Living Trusts
Join our FREE educational presentation to help you and your family avoid costly estate planning mistakes.
Space is limited, so reserve your spot today. Feel free to bring a spouse or friends.
Workshop Highlights:
- Understand the advantages and disadvantages of Wills and Living Trusts.
- Learn how Powers of Attorney work, along with their limitations.
- Discover how Probate Court operates and why you might want to avoid it.
- Understand why placing property in your children’s names can be a mistake.
- Identify common missteps by families raising children with disabilities or special needs.
- Learn how to protect your home from potential nursing home expenses.
- Safeguard your heirs’ inheritance from lawsuits, divorce, and spendthrifts.
- Best practices for naming beneficiaries for retirement accounts and life insurance.
- Understand how the SECURE Act impacts your trust and/or retirement accounts.
- Explore our “90 in 90 FORMula™” proprietary process.
Join us to ensure your estate planning is in good order and avoid unnecessary costs and delays in Probate Court.
Book your spot today by selecting a date and time that works best for you.