Workshops

Crystal regularly presents seminars to financial professionals and prospective clients which they teach modern estate planning techniques. There is no charge for the seminar. It is highly recommended that spouses attend together. Reservations are required – please call the office for reservations and directions: (573) 221-0080; or, toll-free (866) 566-0088

Past Workshops and Lectures from Attorney Joseph D. Welch

2012

The Estate Planning Center, LLC, Plaza Executive Suites, Chesterfield: “The 2012 Opportunity” (1/11)
The Estate Planning Center, LLC, Buttonwood Business Center, Columbia: “The 2012 Opportunity” (1/12)
The Estate Planning Center, LLC, Cary, Welch & Hickman, L.L.P., Hannibal: “The 2012 Opportunity” (1/13)
Hannibal Regional Hospital (HRH) Foundation: “Family Wealth Maintenance Through Charitable Giving: Identifying Opportunities in 2012 Tax Laws” (5/3)
Benson Financial Group: “Estate Planning in 2012 and Beyond” (6/12)
White Hall Bank: “Estate Planning in 2012 and Beyond” (6/19)
Wemple State Bank: “Estate Planning in 2012 and Beyond” (6/26)
The State Bank of Lima: “Estate Planning in 2012 and Beyond” (7/10)
Warren County Farm Bureau: “Estate Planning in 2012 and Beyond” (7/19)
Client Workshop: “Estate Planning in 2012 and Beyond” (various dates and locations)

2011

Monroe City Adult Ag (1/13)
Modern Woodmen of America: “Estate Planning in 2011 and Beyond” (1/27)
State Farm Insurance: “Estate Planning in 2011 and Beyond” (5/3)
Commerce Bank, N.A., Branch Managers: “Estate Planning in 2011 and Beyond” (6/14)
Ursa Farmers Coop, Annual Meeting: “Keeping the Family Farm in the Family” (8/16)
HNB National Bank, Bowling Green: “Estate Planning in 2011 and Beyond” (8/23)
HNB National Bank, Monroe City: “Estate Planning in 2011 and Beyond” (8/25)
NEMO CPAs, “Estate Planning in 2011 and Beyond” (9/13)