Estate Planning & Financial Protection: How to Protect Your Family & Assets

Many families have a will or trust, but far fewer know if their plan will actually work when it matters most.

The evening will begin with a short networking period and light live acoustic music, creating a relaxed and welcoming atmosphere before the presentation begins.

Join Estate Planning Attorney Debra L. Koven and Financial Literacy & Protection Strategist Jane F. Hyman for an educational and practical conversation on how thoughtful planning can help protect your family and what you’ve worked so hard to build.

Debra will walk through the legal framework of estate planning, and Jane will share how financial strategies can help support and carry out those plans.

During this 60-minute seminar, we will also discuss common planning gaps—even for those who already have a trust and how they may be addressed.

• Why estate planning matters for families at many financial levels
• The essential legal documents every family should understand
• Common planning gaps that can create challenges later
• The role of liquidity and financial protection in supporting your plan
• How legal and financial strategies can work together

This conversation is designed for:

• Business owners
• Families with children or dependents
• Homeowners and individuals with assets
• Anyone who wants greater clarity about protecting their family and financial future

You do not need to be wealthy to benefit from thoughtful planning.

This session is educational, conversational, and designed to provide clarity—with no pressure or obligation.

If you’ve ever wondered whether your current plan truly protects your family, this conversation will provide that clarity.

Space may be limited.

Info: Following the presentation, we invite you to stay for a more relaxed portion of the evening.

There will be time for:
Open Q&A
Individual conversations
Additional networking with fellow attendees

Live music may continue in the background, creating a comfortable and informal setting to connect and continue the conversation.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Jane Hyman