Wills, Trusts, & Estate Planning Strittmatter Wealth Management Group Weatherford College Tarleton State University Tarrant County College University of Texas at Arlington Instructor Josh W. Strittmatter Kelly Buchfink Wealth Management Firm Financial Advisor Financial Planner Financial Planning Investment

Organizer: Strittmatter Wealth Management Group, LLC

Instructors: Josh W. Strittmatter, CFP®, CRC® and Kelly Buchfink, CFP®


Friday, September 20th 2019
1:00pm - 4:00pm

THURSDAY, September 26th 2019
6:30PM - 9:30PM


University of Texas at Arlington

140 W. Mitchell Street
Arlington, Texas 76019

Friday, October 11th 2019
1:00pm - 4:00pm

Thursday, October 17th 2019
6:30PM - 9:30PM


Tarleton State University - Fort Worth

10850 Texan Rider Dr.
Fort Worth TX, 76063

Thursday, September 5th 2019
6:30pm - 9:30pm

Friday, September 13th 2019
1:00PM - 4:00pm


  • The benefits and importance of having an estate plan

  • The differences between wills and trusts

  • How to plan for incapacitation and what to do when a loved one dies

  • How to avoid probate and its associated costs, and minimize taxes

  • Strategies to protect your assets from creditors and the government


  • Classroom Instruction and Course Textbook

  • Tools to Develop a Personalized Estate Plan

  • "Big Picture" Strategy Tools for your Personal Estate

  • Complimentary Estate Plan Consultation


Without an estate plan you lose control of the distribution of your estate and you may incur unnecessary costs and taxes.

By attending this class, you will learn about the tools and strategies that are needed to protect your assets and give you back control over decisions that will affect you and your family moving forward.