Free Educational Webinars

Learn the
Estate Planning Basics
That Help Families Prepare With Clarity

Join Obeth Davila, CEP® AIF®, for a free educational webinar covering wills, trusts, probate, powers of attorney, beneficiary planning, and common mistakes families should understand before making estate planning decisions.

Upcoming WebinarS

One Free Session.
One Trusted Advisor.

Webinar 01

Estate Planning
Essentials

Most families wait too long to talk about estate planning. This free educational session explains the basics in plain English, including wills, trusts, probate, powers of attorney, beneficiary planning, and planning tools that may help you organize your wishes, assets, and family responsibilities with more confidence.

Next sessions available. Click below to view upcoming dates and reserve your spot.

Duration: 60 minutes + Q&A

Online (link sent upon registration)

Topics Covered

Wills & Trusts Beneficiary Designations Probate Avoidance Power of Attorney Wealth Transfer Tax Strategies

What You Can Expect

Estate Planning Education
Made Clear and Practical

This free educational webinar is designed to help you better understand common estate planning concepts, important documents, and planning tools that may help families prepare with more clarity.

What You’ll Learn

The basic difference between wills and living trusts.
How probate works and why families often plan around it.
Why powers of attorney and health care directives matter.
Common beneficiary planning issues families should understand.
Questions to consider before meeting with an estate planning professional.

Who This Is For

Adults who want to better understand estate planning basics.
Families who want a clearer way to organize important planning decisions.
People who want to learn about wills, trusts, probate, and beneficiary planning in plain English.
Anyone preparing to ask better questions before creating or updating an estate plan.
Individuals who prefer a calm, educational setting before taking the next step.

This webinar is for educational purposes only and does not provide individualized legal, tax, investment, or financial advice. Estate planning decisions should be reviewed with properly licensed professionals based on your personal situation.

Obeth Davila

Your Host & Financial Advisor

Obeth is a Certified Estate Planner® and Accredited Investment Fiduciary® based in Rocklin, CA. Fully bilingual in English and Spanish, he specializes in retirement planning, asset protection, and wealth transfer - helping individuals and families secure their financial futures with clarity and confidence.

CEP® AIF® Licensed in 25 States English · Español

Learn the Estate Planning Basics That Help Families Prepare With Clarity