Lunch and Learn: Estate Planning Essentials Seminar

Come learn how to protect your family and assets over lunch during our Estate Planning Essentials presentation!

About this Event

Welcome! At this Estate Planning Essentials seminar, you will learn about the benefits of creating a successful Estate Plan and what can happen if you don't. We will discuss topics such as Taxes, Asset Protection, Trusts, Wills, and Probate. Learn how you can protect what you own and ensure that your loved ones are taken care of now and in the future. The presentation itself will last a little over one hour, followed by a Q&A session, where you will have the opportunity to ask any questions you may have. We will also be serving lunch, so come a little early to grab your seat and get started on the food! Doors open at 11:45 a.m. Partners/Spouses are encouraged to attend together.

Agenda


🕑: 11:50 AM - 12:00 PM
Sign In, Seat Selection, Start Lunch

🕑: 12:00 PM - 01:15 PM
Presentation

🕑: 01:15 PM - 01:30 PM
Q&A, Survey, & Review


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