Future-Proof Your Finances: Estate Planning for Health and Wealth

Enjoy an intimate gathering where you can learn, enjoy some refreshments, and chat with like-minded individuals.

About this Event


Protect Your Family’s Future: Don’t Leave Your Retirement and Estate to Chance!

Without a solid estate plan, you risk running out of money in retirement, burdening your loved ones with the probate process, and seeing your hard-earned assets mismanaged.

But there are steps you can take to prevent this.

Join Us for a Fun, Free Event

• Enjoy light refreshments
• Learn about wills, trusts, power of attorney, asset protection, minimizing taxes, and how to create a plan for the future.
• Ask questions and discuss your concerns in a supportive, non-judgmental environment.

“They helped us through what should have been confusing.... but they made it very straightforward.” - Kevin Hallet

Questions We'll Address

• How can I avoid being put in a nursing home?
• What are the steps I can take to ensure I will not run out of money in retirement?
• What if I become incapacitated?
• What if my partner remarries after I'm gone?
• Can I protect assets if my children struggle with addiction or poor financial decisions?
• What can I do to avoid burdening my loved ones with the probate process?

“It is so nice to feel confident in every step of a detailed process.” - April Rohlich​

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