Lunch & Learn: Essential Roles in Estate Planning

Our Lunch & Learn is on 10/9/25 at 12:00pm at the Seven Oaks Clubhouse. When people sign wills, trusts, health care directives or powers of attorney, they’re assigning critical roles—executor, trustee, health care surrogate, or agent. But do they and their families truly understand the responsibilities...and more importantly, how to avoid pitfalls when serving?

On October 9th, from 12pm to 1pm at the Seven Oaks Clubhouse in Wesley Chapel, we'll cover the practical realities of these roles and share strategies you can use right away.
Here's the bonus: At the event, if attendees book one of the available time slots for appointments, they will receive a free 1 hour consultation for themselves—a valuable way to deepen the conversation.

To RSVP, please call (not text) 813-902-3269

Also check out other Health & Wellness events in Wesley Chapel.