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Outside the Rock: Future-Proof Your Finances: Estate Planning for Health and Wealth
September 18 @ 6:00 pm - 8:00 pm
Are You Ready to Take Control of Your Future?
Without a solid estate plan, you risk running out of money in retirement, burdening your loved ones with the probate process, and seeing your hard-earned assets mismanaged.
But there are steps you can take to prevent this.
Enjoy beverage sampling and a charcuterie spread while learning estate planning essentials in a relaxed, no-pressure environment.
Agenda
5:45 PM – 6:00 PM – Meet & Greet
6:00 PM – 6:45 PM -Essentials of Wills, Intestacy, & Probate
6:45 PM – 6:50 PM – 5-Minute Break
6:50 PM – 7:25 PM – Foundation of Trusts & Powers of Attorney
7:25 PM – 8:00 PM – Q&A Session – Your Questions Answered!
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