Skip to main content

PCIA Events: Estate Planning Seminars

Our team at Prime Capital is excited to invite you and one guest to our upcoming estate planning seminars!

We will welcome Bethany Shelton, an estate-planning attorney with a decade and a half of experience, to discuss how estate planning can help ensure assets in a financial plan transfer to the next generation in a seamless manner. She will answer the following questions:

  • What are the basic estate planning documents I should have?
  • How do I avoid probate?
  • Can I control how and when my loved ones inherit my assets?
  • What is a trust, and do I need one?
  • Can I choose who would raise my minor children after my passing?
  • How can I protect myself during my lifetime if I am incapacitated?

Please note the two events will cover identical information, meaning you only need to attend one.

Event Information

Wine & Wills – April 18th at 5PM
-OR-
Lunch & Wills – April 22nd at 12PM

Location:
Prime Capital Investment Advisors
6201 College Blvd., Suite 150
Overland Park, KS 66211
Get Directions

Name(Required)
Which event will you be attending?(Required)
Enter Your Guests Names (Optional)

Featured Speaker

Bethany Shelton

Estate Planning Attorney

Estate Planning Attorney Bethany Shelton is passionate about helping families plan for transition before the unexpected occurs.

Bethany takes pride in mobilizing clients to develop estate plans that provide for their loved ones and enact thoughtful and efficient wealth transition.

After graduating first in her class from KU Law in 2009, Bethany joined a preeminent Kansas City law firm where she served Fortune 500 clients in complex, high-stakes litigation. Following a decade of litigating, her desire to help families launched her into estate planning, enabling her to pair her passion for excellence and problem solving with her practical empathy. She excels in providing responsive and personalized guidance and supporting families in their pursuits of being proactive and prepared.

Learn More About Bethany

Contact Us

We’re excited about the prospect of beginning a worthwhile and meaningful partnership. If you’re ready to develop a plan that fits your unique circumstances and works to accomplish your individualized goals, fill out our form below to let us know more about yourself and how we can be of assistance.

Name(Required)
I Need Assistance as a(n)

Rich Laing

Wealth Advisor
Prime Capital Investment Advisors, LLC

6201 College Boulevard, Suite #150
Overland Park, KS 66211

Phone: (913) 491-6226
Cell: (913) 777-8151

rlaing@pciawealth.com

Book an Appointment