AAII Houston Chapter

AAII Houston Retirement Solutions SIG

Thursday January 15, 2026

Estate Planning Workshop with Richard Hill

What you will learn at this session:

1: A background on Richard and how he built his financial advisory business

2: A few examples of typical documents used in estate planning and the

underlying legal advice on proper estate planning

3: Some more usable advice of how to implement the legal & financial

requirements into your estate documents but more importantly, into your

financial actions

4: Lastly, he will explain how best to integrate practical legal and financial

advice into your everyday plans