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Creating, Maintaining, and Implementing a Plan That Works for You and Your Family
Join us for a three-part workshop 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] 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
Attendees will receive a free pre-publication introduction to the Empowered Estate Plan book