Estate Planning Education Seminar

Come learn, ask questions and discover how a little planning today can make a big difference tomorrow.
About this Event

Educational event about Estate planning and leaving your family a lasting legacy.

Agenda

🕑: 06:30 PM
Welcome
INTRODUCTION

Info: Swatzel Legacy Solutions: Hosts: John and Sandra Swatzel; John Lane

What You'll Learn

Info: Estate Planning, protecting loved ones, trusts, life insurance, and leaving a legacy.

Importance of Estate Planning

Info: Why having a plan matters, regardless of your age or financial situation

🕑: 07:00 PM
Wills & Trusts

Info: Understanding your options and how they can help protect your wishes and. your family

Protecting Your Loved Ones

Info: How Life insurance can provide financial protection when your family needs it most.

Planning Ahead

Info: Understanding the importance of final expenses, beneficiary designations, and preparing for the unexpected.

🕑: 07:30 PM
Leaving a Legacy

Info: ways to make thoughtful decisions today that can benefit the generations who follow.

Q&A
🕑: 08:00 PM
What's Next

Info: Back Table, Book appointment with agent