Below you will find all the free handouts mentioned throughout the presentation.

Take advantage of each offer by clicking on the buttons down below.

Our Speakers

Sign up for our email list to receive free Keeler Thomas educational resources.


Archimedes FAQ

To learn more about the Archimedes practice download the frequently asked questions (FAQ) document.


Legacy Pathways Booklet

We invite you to download our brand-new Family Legacy Pathways Booklet. Discover the advantages that come when you incorporate the key elements of successful legacy-building within your own family.

This field is for validation purposes and should be left unchanged.

USU Wills Planner

If you would like to create a plan for your future, the Wills Planner can help you get started. Courtesy of Utah State University Gift Planning Office.


Financial Plan

Need an extra set of eyes? In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.


Didn’t find what you were looking for?

Send us a message today.