Breakfast & Estate Planning | Leave a Legacy Workshop

The WindsorEssex Community Foundation in partnership with Tim Jones, President of Rock Harbour Wealth Management and Ryan Solcz of Solcz Law are pleased to invite you to our upcoming Breakfast & Estate Planning Workshop designed to help you navigate the important steps in building an enduring plan for a lasting legacy.

At this information workshop, you will:

Discover Key Estate Planning Tools: Learn about wills, trusts, and other essential estate planning documents.

Understand the Impact on Your Community: Explore how your estate plan can support charitable causes and organizations close to your heart.

Get Expert Advice: Benefit from the knowledge of estate planning professionals who can answer your questions and offer personalized recommendations.

Plan for your Future: Gain clarity on how to protect your assets, minimize taxes, and ensure your wishes are carried out.

Additional Information: Breakfast will be provided. There will also be a Q&A session where you can discuss your specific concerns with our experts. If you would like to submit your question prior to the event please email [email protected] with your question.

AGENDA:

8:30 am to 9:00am: Breakfast & Registration

9:00am to 10:00am: Estate Planning Workshop

10:00am to 10:30am: Q&A

We look forward to helping you make informed decisions about your estate and legacy.

Host or Publisher WindsorEssex Community Foundation