Protect Everything You’ve Built —
and Everyone You Love.
Learn how wills, trusts, and estate planning fit together in a free, 60-minute workshop—so you can better understand your options and take your next step with confidence.
With Renee Parris, Certified Financial Fiduciary
Hosted by James Hamilton
Free to attend. No purchase required.
Reserve Your Free Seat for Monday
Tell us a little about your situation, then enter your contact details to register.
YOUR EDUCATOR
Renee Parris
Certified Financial Fiduciary
Clear explanations. Practical questions. A more informed starting point.
Estate planning brings together personal wishes, family responsibilities, and important financial decisions. Renee helps make that conversation easier to understand.
In this workshop, she’ll explain wills, trusts, and estate planning basics in plain English, helping you identify questions to explore for your own circumstances.
Whether you’re starting from scratch or revisiting documents you already have, the goal is to help you feel more informed and better prepared for your next conversation.
Monday, October 12 • 7 PM ET • Online
YOUR HOST
James Hamilton
Webinar Host • Forecast Estate Planning
James will host the session alongside Renee for an approachable conversation about estate planning.
What You’ll Understand More Clearly
Practical, plain-English guidance designed to replace confusion with clarity.
How wills and trusts differ.
Get a plain-English introduction to their different roles in estate planning.
Why estate planning involves more than inheritance.
Understand why planning involves more than deciding who receives your belongings.
Questions to explore about your current documents.
Whether you’re starting fresh or already have documents, identify questions to explore about your plan.
What to consider before taking your next step.
Replace scattered information with a clearer understanding of what to consider for your family.
You've been meaning to "get to it someday." You know you need a will. You know you should probably have a trust. You've thought about it more times than you can count — but life keeps getting in the way, and another year goes by without anything changing.
You're not sure what you actually need. Will? Trust? Power of attorney? Healthcare directive? Every article you read uses different words for the same things, and the legal jargon makes it impossible to know what's right for your family — or where to even start.
You don't want to leave a mess for your kids. You've worked your whole life for what you have. The last thing you want is for your family to end up fighting over paperwork, stuck in probate court, or facing decisions you should have made for them while you still could.
Don't worry, we can help!
In 60 minutes, James Hamilton & Renee Parris will walk you through everything — in plain English. No pressure. No sales pitch. Just clarity.
Three Simple Steps to Join Us
No complicated downloads or prerequisites. Just 60 minutes of practical education.
Reserve Your Seat
Complete the registration form so we understand your situation.
Check Your Email
Look for your confirmation and webinar access details.
Join Us Monday at 7 PM ET
Spend approximately 60 minutes learning the basics and getting clearer about your next steps.
Frequently Asked Questions
Everything you need to know about joining Monday's workshop.
Join Renee This Monday.
Get a clearer understanding of wills, trusts, and estate planning in one free, 60-minute workshop.
Free to attend. No purchase required.
Forecast Estate Planning
Meet The Team
Our experienced team of professionals is dedicated to helping families gain clarity, protect their legacies, and make informed estate planning decisions.
