WEEKDAYS: 8:00am - 6:00pm. SATURDAY: 8:00am - 12:00pm. SUNDAY: CLOSED
About Us
Empowering Retirees Through Education—Not Sales
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Estate Planning Resources is an educational organization dedicated to providing free, unbiased financial and estate planning education to individuals aged 50+ who are planning for or currently in retirement.
Our goal is simple: to equip retirees with the knowledge they need to make informed financial decisions—without any sales pitches or product promotions.
Are you looking to safeguard your hard-earned assets?
Our upcoming educational classes are designed to provide you with the essential tools to navigate this important stage of life.
Our expert instructors cover a comprehensive range of topics, including living trusts, probate avoidance, tax-efficient retirement strategies, Social Security optimization, and secure income planning.
Every session is structured to help you walk away with actionable insights and true peace of mind.
Featured Instructors
Rob Hodges
Online Events
Robert Hodges is a primary spokesperson, speaker, and representative for the National Association of Family Services (NAFS), an organization that provides discounted legal services and affordable estate planning options to families
Dan Klein
Northern California
Dan Klein is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout California and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Lisa Klein
Southern California
Lisa Klein is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout California and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Bob Taylor
Northern California
Bob Taylor is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout California and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Brooke Kwan
Southern California
Brooke Kwan is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout California and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Everette Stutsman
Southwest Florida
Everette Stutsman is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout Florida and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Marcos Custodio
Southeast Florida
Marcos Custodio is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout Florida and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Lorri Hart
Central Florida
Lorri Hart is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout Florida and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Eric Neal
West Florida
Eric Neal is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout Florida and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Ron Lanier
San Antonio Texas
Ron Lanier is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout Texas and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
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