What You’ll Learn
We’re going to show you what you need to be doing now to protect your home, assets, and family from predators.
We’ll explain the documents that safeguard everything that you’ve worked hard for, so you can make informed decisions for you and your loved ones.
We even explain how tax and financial planning can help you keep what you’ve earned and grow your retirement wealth – something your accountant can’t do.
Location
Address
Show on mapCourtyard by Marriott Indianapolis / Castleton
Meeting Room A
8670 Allisonville Road
Indianapolis, IN 46250
Dates
Upcoming dates coming soon. Explore the workshop and join the list for early access.
What to Expect
- No pressure—just helpful information you can use however works best for you.
- A practical 1-2 hour session designed around your questions and concerns.
- After you register, we’ll give you a quick call to confirm your spot and send a follow-up email with all the details.
- The day before the workshop, we’ll send a gentle reminder so it’s fresh on your mind.
Title
Estate Planning Attorney
Education
Indiana University Robert H. McKinney School of Law
Bio
Matt is the managing estate planning attorney with Oath in Indiana, where he is passionate about protecting people from the known and unknown by creating personalized estate plans that work specifically for each client and their family. Raised in Indianapolis, Matt earned two bachelor's degrees in business from Indiana Wesleyan University before obtaining his J.D. from the Indiana University Robert H. McKinney School of Law in Indianapolis. He finds deep fulfillment in helping families secure their futures and achieve lasting peace of mind through comprehensive planning strategies. When he's not working with clients, Matt enjoys hiking with his family and fishing.