The Brown Table

Join us for an exclusive Brown Table Conversation designed to empower individuals and families with the knowledge and tools needed to secure their financial future. This collaborative event brings together a trusted Estate Planning & Probate Attorney, a seasoned Tax Advisor, and an experienced Insurance Broker—each offering unique expertise to help you create a comprehensive and tax-efficient legacy plan.

Together, we’ll cover:
• The essentials of wills, trusts, and probate
• Tax strategies to preserve and transfer wealth
• Insurance solutions to protect assets and ensure financial continuity
• Real-life case studies and common pitfalls to avoid

Whether you’re planning for retirement, managing a loved one’s estate, or building generational wealth, this event offers valuable insights for every stage of life.

Bonus: estate and insurance review consultations will be available to attendees!