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Free Educational Seminars

Better decisions start with better information. Our free seminars deliver clear, practical insight on the legal and financial decisions that matter most.
Free Educational Seminar

The Missing Pieces: Planning Today for Your Family's Future

Tuesday, June 2, 9 – 10 am
7733 Forsyth Blvd., Ste. 200, Clayton, MO 63105
(Complimentary validated garage parking at address)

Register online to reserve your spot

When your estate planning attorney, financial planner, and trust company operate independently, important details can be missed when your loved ones most need clarity.

Join us for a seminar that turns separate strategies into a coordinated plan your family can count on.

Seminar overview

There are many considerations when planning for the future of your family. Proper estate planning documents and financial planning are key pieces of the puzzle, but important questions often remain. What if your family members aren’t good with money? What if you don’t want to burden a family member with these jobs? Should a professional trust company be part of your plan to manage assets in the future?

Discussion insights

Our speakers have coordinated a real-world case study that walks through how an estate plan, financial plan, and trust company work together to support your needs and wishes for the future.

Attendees will learn:
■  What can go wrong when these pieces are not aligned
■  When it makes sense to involve professionals
■  How to reduce the burden placed on your family members
■  How to build a plan that functions clearly when it matters most

A flyer announcing a free educational seminar entitled "The Missing Pieces: Planning Today for Your Family's Future"
Download our flyer

Meet our presenters

A black and white photograph headshot of attorney Tabitha Atwell

Tabitha Atwell

Estate planning attorney, Danna McKitrick, P.C.

Tabitha L. Atwell focuses her practice on estate and tax planning, probate, and trust administration. She assists both families and individuals with proactively planning for incapacity, individuals with Alzheimer’s disease and other forms of dementia, and individuals with disabilities.

Tabitha serves as legacy advisor for St. Louis Children’s Hospital. Her other memberships include the National Academy of Elder Law Attorneys, WealthCounsel, the Missouri Bar Probate and Trust Committee, and the Missouri Bar Elder Law Committee. She previously served as a national board member of the Society of Financial Service Professionals.

A black and white photo headshot of Megan Burke

Megan Burke

Financial advisor, Edward Jones

I was born into a loud Irish family and raised in a suburb outside of St. Louis. Being the youngest, with three older brothers, I learned quickly to find my voice to advocate for myself. By watching my parents, I learned to appreciate rolling up your sleeves to do the hard work, helping your neighbor when they’re in need, and never underestimating the power of a smile.

Through working at Edward Jones as a financial advisor, my voice and work ethic have been amplified always for the benefit of my clients within my community. My passion in this career is to tirelessly work to understand my clients — their families, their needs, their goals — to partner with them throughout their lifetime and to always advocate on their behalf.

I best serve clients who know the value of their work and what they have done to achieve their wealth. These are the investors who are looking for advice and are open about their goals, both short- and long-term. From there, I build out those goals on a personalized dashboard and use our team’s established process to help reach them strategically.

I don’t believe in using intimidating financial jargon. You can expect direct, candid and common-sense explanations in order to effectively partner together to achieve what is most important to you.

Outside of my role at Edward Jones, I enjoy distance running to clear my head, being endlessly entertained by my Airedale, Doc, and spending quality time with my friends and family.

A black and white photo headshot of Rebecca James

Rebecca James

Trust advisor, Parkside Financial

Rebecca James has nearly two decades of experience in financial services and currently serves as a Trust Advisor at Parkside, overseeing the administration, risk management, and servicing of fiduciary and investment management accounts. She specializes in trust and estate administration, client relationship management, and regulatory compliance.

Rebecca has built deep expertise in estate settlement, charitable trusts, IRA administration, and wealth management. Her experience includes interpreting legal documents, coordinating with attorneys and CPAs, and guiding families through sensitive transitions with care and professionalism.

Known for her empathetic and client-centered approach, Rebecca combines deep technical knowledge with a genuine commitment to those she serves. Her compassion, integrity, and attention to detail make her a trusted advisor during life’s most important transitions. Whether working with individuals, families, or professional partners, Rebecca brings a calm, thoughtful presence and a strong sense of responsibility to every relationship. Her approachable nature, coupled with a strong work ethic, allows her to build lasting connections and deliver meaningful, personalized service.

Rebecca James holds a Bachelor of Science in Business Administration from the University of Missouri–St. Louis, where she discovered early on her passion for trust services.

Register online
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Danna McKitrick is a mid-sized law firm delivering sophisticated, results-driven legal counsel across a wide range of practice areas. We provide strategic guidance to businesses and individuals, combining deep expertise with responsive service to achieve superior outcomes.
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