Wills, Trusts & Estate Taxes Workshop hosted in Greer, SC

Complimentary Chicfila Catering will be provided for morning time slots.

We are hosting this educational Estate Planning Event for FREE to give you and your family the tools to understand the financial changes that are ahead! 🙌

It’s time to make sure your Estate Planning is in good order.

Your local expert will be teaching:

👉 How to protect your IRAs & retirement plansx which, over time, will likely grow to become the largest assets you leave behind.

👉 How to protect your beneficiaries from losing their inheritance to lawsuits, creditors, government claims, & medical.

👉 If a living trust is the only document I need to handle my estate.

👉 Why internet, do-it-yourself and bargain-priced plans usually fail.

👉 Changes to Tax INCREASES in 2026

👉 Why a Will does not avoid costly and time consuming Probate court.

👉 If there are other advantages of revocable living trusts.

👉 How to avoid accidentally disinheriting your heirs.

This event is not endorsed or sponsored by Greer City Hall or affiliated with the federal government. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these events. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one-on-one with our specialists. Not for Financial Advisors or Insurance Agents.

Also check out other Workshops in Greer.