Estate Planning Free Workshop Series

FREE WORKSHOP SERIES Every Saturday starting November 1st Starting at 11AM - run time 1 hour *Refreshments and snacks provided

• November 1st - Estate Planning 101: Wills and Trusts- breaking down the basics
• November 8th - Avoiding Pitfalls: Healthcare Directives & Power of Attorney
• November 15th - Costly Mistakes: Stories showing why proper planning matters.
• November 29th - Family & Finances: Guardianship vs. Conservatorship - why it matters.
• December 6th - Legacy Beyond Money: Pass down more than assets - pass down your legacy
• December 13th - Holiday Legacy Workshop: Tips for having the difficult conversation.