Beyond The Will - Cash Flow: The Missing Piece In Most Financial Plans

Protect your family, preserve your wealth, and be prepared when life happens, beyond simply having a will.
About this Event

Join Us for Beyond The Will - Cash Flow-The Missing Piece in Most Financial Plans

Having a will is an important part of planning, but is it enough?

What happens when life happens? Will your family know what to do?

Will the right plans be in place and will there be enough cash flow when it’s needed most?

Join us for a free Estate & Home Equity Workshop where we’ll explore what it really means to plan beyond the will, protect what you’ve built, and prepare your family for the future.

Come with your questions, and let’s sip & discuss.

Agenda

🕑: 11:30 AM - 12:15 PM
Doors Open & Refreshments
🕑: 12:15 PM - 01:15 PM
Estate & Legacy Planning — Jacqueline Correia
🕑: 01:15 PM - 01:30 PM
Refreshment Break
🕑: 01:30 PM - 02:30 PM
Mortgage & Home Equity — Aristo Ariyaratnam
🕑: 02:30 PM - 02:45 PM
Questions & Discussion