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

Estate Planning Seminar 

[VENUE NAME]

[ROOM]

[ADDRESS]

[CITY, STATE, ZIP]

VIEW MAP & DIRECTIONS

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