Leave a Legacy, Not a Mess: Free Legacy Planning Workshop

Are your affairs truly in order?
Join us for a powerful community workshop where we’ll break down what every family needs to know about estate and legacy planning — no fluff, no high-pressure sales. Just clear, practical information to help you take control of your future.

✅ What You’ll Learn:
Why every adult needs a will & medical directive (even if you're not “rich”)
How a living trust can protect your family from probate and preserve privacy
What really happens if you don’t have a plan in place
How to fund a trust using life insurance, IRAs, annuities & other strategies
Smart retirement planning that safeguards your assets while you're alive — and passes them on wisely
Real-world case studies and common mistakes to avoid

🎁 BONUS:
All attendees receive a free legacy planning checklist + access to complimentary consultations after the event.

👥 Who Should Attend?
Parents
Retirees
Business owners
Anyone who wants to leave a legacy — not a legal headache.
Seats are limited — RSVP today and invite a friend or loved one!

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📞 Questions? Text us at407 925 3616
📬 Or DM us directly.

Also check out other Workshops in Hunters Creek.