Plan for the future. How an estate plan helps put you in control. This seminar focuses on strategies clients and prospects can use to care for the people and things they love most and how to leave a lasting and meaningful legacy. No discounts. About Mark: As the son of two teachers, education is a priority for Mark and is why he is also a volunteer instructor with many local adult education programs - teaching seminar courses on budgeting, personal and business finance, health care, retirement plans, social security, estate considerations, 401ks and IRAs.