Creating, Maintaining, and Implementing a Plan That Works for You and Your Family

Estate Planning Seminar 

No Charge. Informational Only. Nothing will be sold. 

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[VENUE NAME]

[ROOM]

[ADDRESS]

[CITY, STATE, ZIP]

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REGISTER NOW

SEATING IS LIMITED, SO SIGN UP TODAY!

NO CHARGE TO ATTEND

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Join us for a three-part work to learn:

  • Estate Planning Background & Basics: How to address the four major pitfalls of the Typical Planning Trap

  • A Three-Step Strategy for creating, maintaining, and implementing a plan that works 

  • A process to create an Empowered Estate Plan for you and your family 

Join us at the [VENUE NAME] for an educational workshop on [DATE] from [TIME-FRAME] where we'll show you how to empower yourself and your family through your decision to participate in a lifelong process of estate planning. 

With proper planning, you can be:
 

  • Empowered to maintain control of your finances as long as that makes sense - in your opinion! And to transfer the distinctions and approaches you've discovered, including those who helped you most, on to your loved ones
     

  • Empowered to design and implement a plan to ensure you are cared for in your later years the way you prefer, and without necessary stress and regret on the part of your caregivers
     

  • Empowered as a surviving spouse to better handle the grieving period and your move to your "new normal," whatever that turns out to be for you - possibly even including remarriage!
     

  • Empowered to protect your loved ones from life risks such as lawsuit creditors, failed marriages and catastrophic illness
     

  • Empowered as an inheritor to better use your inheritance to meet your own goals with comfort and confidence
     

  • Empowered to leave a legacy more than just financial that reflects your own values and beliefs