Estate Planning Workshops

Event Information

Held at Concordia University, sessions take place the evening of September 27th or September 28th from 6:30-8pm.

This is no charge for this informative workshop, but seating is very limited. Reserve your seats today by calling 512-215-9030 or registering here.

Is This Class Right for Me?

If you've ever had a loved one pass without an estate plan, you know what a mess that can be. You don't want that experience for your grieving family. If there’s no will and no trust, the assets you've spent a lifetime building could end up being distributed on the courthouse steps.

70% of all Texans do not have an estate plan. This is why Suzette Porter of Capstar Financial and Host of ‘Financial Wise Radio', and partnering attorney Farren Sheehan of Sheehan Law are bringing our community an informative Estate Planning workshop!

Upcoming Events:

Check back later for upcoming events.

PRESENTED BY

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Suzette Porter

Suzette Porter

Suzette Porter has 25+ years of retirement and financial planning experience. Through their methods, Mrs. Porter uses strategies to help the Central Texas area reach their financial goals in retirement. After all, success in retirement is not an accident - it must be planned for. While working as a Senior Manager for the organization, Mrs. Porter discovered that many of the seniors whom she cared so much about had never fully planned for their retirement years. In addition, her father passed away suddenly with no estate plan for their family. Realizing that she had both the caring demeanor and the knowledge to help seniors, she turned her attention toward a broader career in financial and estate planning strategies. She is now the owner of CapStar Financial, LLC, helping retirees and those about to retire, make the necessary financial decisions they need to move into retirement from their working years - helping them to own retirement.

Mrs. Porter is an Investment Advisor Representative/Financial Planner who holds a Series 65 license. She is a fiduciary, and as such, by law, is held to the fiduciary standard of care which must put the client’s interests first. Mrs. Porter also holds a Texas Department of Insurance Agency license in the lines of Life, Accident, Health and HMO (1997/Lin #1052665) insurance. She has been awarded the Texas Monthly Wealth Management Award in both 2010 & 2011 and featured in Forbes Magazine for Women in Business, September 2012.

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Farren Sheehan

Farren Sheehan

Ms. Farren Sheehan is a Central Texas native who lived in Pflugerville before the population was 1,000. She left to obtain her B.A. from Southern Methodist University and graduated cum laude from Tulane Law School in 1997. Following law school, Ms. Sheehan worked as a Public Defender in Dallas County where she gained extensive courtroom experience. Afterwards, she returned to Pflugerville to open a private practice.

Over the past 15 years, her focus has primarily included estate planning, real estate, civil litigation and probate (“death and dirt”) law. Ms. Sheehan is a presenter for statewide Continuing Legal Education courses. She has also served as both planning committee member and Course Director for Intermediate Estate Planning.

In 2018, Ms. Sheehan was appointed to be a Pflugerville Municipal Judge. She accepted this appointment to preside over municipal cases because it allows her to maintain her private estate and probate practice. Sheehan Law, PLLC continues to offer the same high-quality services for estate planning, probate and real estate issues.

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Rather meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Schedule a Meeting

Or give us a call at 512.215.9030.