11th Annual G.A. Davis Financial Seminar

Building A Lasting Family Legacy With Wills, Trusts, & Dynasty Planning
About this Event

Join us for an informative family financial seminar focused on protecting what you have built and preparing the next generation for success. We’ll cover the essentials of wills, trusts, and estate plans; explore how dynasty trusts can help preserve family wealth for generations; and discuss practical trust-planning options for every household. Leave with greater clarity, thoughtful questions to consider, and a stronger foundation for your family’s legacy.

Topics:

The Foundations: Wills, Trusts & Estate Plans
Dynasty Trusts: Protecting Wealth for Future Generations
Trusts for Every Household: Choosing the Right Plan for Your Family

Agenda

🕑: 10:00 AM - 11:00 AM
Opening Presentation
🕑: 11:00 AM - 12:30 PM
Expert Panel: Wills, Trusts & Legacy Planning
🕑: 12:30 PM - 01:00 PM
Lunch
🕑: 01:00 PM - 03:30 PM
Field Day