Speaker Connection

If you wish to have Regina Schauer consider your venue or organization for an educational speaking engagement, she offers these without cost to your organization as a way to “give back to the community.”  You are always welcome to join one of her scheduled workshops to see if the educational material presented would be interesting and important to your employees or members! If you would like to request a private workshop for your group or organization or to suggest a location to have a public workshop, click here.

Presentations Available (but not limited to):

Legacy Wealth Planning

  • Estate Planning Myths: Why Most Estate Plans Fail and What to Do About It
  • Why Most Living Trusts Don’t Work

Basic Estate Planning

  • Wills & Living Trusts
  • Reviewing Your Estate Plan
  • Estate Planning for the Small Business Owner
  • Estate Planning for the Gay & Lesbian Community
  • Estate Planning for Farmers & Ranchers
  • The 5 Myths of Estate Planning

Advanced Estate Planning

  • Planning with IRAs
  • Planning with Charitable Remainder Trusts
  • Family Limited Partnerships
  • Irrevocable Life Insurance Trusts
  • Lawsuit & Asset Protection

Long-Term Care

  • Long-Term Health Care
  • Senior Survival Workshop
  • Protecting Your Assets from a Long Nursing Home Stay

Continuing Education Programs for Financial Advisors

  • Basic to Advanced Estate Planning Techniques
  • Planning with IRAs
  • Business Succession Planning
  • Trust Administration (Estate Settlement)
  • Special Needs Trusts
  • 529 Plans
  • Total Return Trusts
  • Drafting and Administering Special Needs Trusts