Wills, Trusts & Annuities: Ask the Experts

Wills, Trusts & Annuities: Ask the Experts
Monthly Educational Q&A Forum – Atlanta, GA

Estate planning is more than just writing a will — it’s about ensuring your money lasts as long as you do and your family is protected from confusion, court delays, and unnecessary taxes.

This ongoing monthly forum is designed for individuals and families who want clarity, confidence, and control over their financial and legal future.

• How to turn retirement savings into guaranteed lifetime income
• The three essential legal documents every Georgian over 60 should have
• How wills, trusts, and annuities work together to protect assets
• How to reduce tax exposure and planning gaps
• The connection between Medicare planning, health directives, and estate strategy

Receive FREE access to a Lifetime Legacy Planning Membership platform to securely organize:

• Important documents
• Beneficiary information
• Health directives
• Digital and physical affairs

Because unfinished plans create unfinished business.

This is a candid, educational discussion with seasoned experts.
No pressure. No product pitches. Just real answers.

Seats are limited.
Reserve your spot today and secure your legacy.

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