Family Legacy an Estate Planning Workshop

Join us for this in-person educational event on Estate Planning!

Do you know what happens to your family's legacy, financial assets, and wealth? Would you be surprised if you didn't?

Whether you're just starting or want to refresh your knowledge or concerns, this workshop is perfect for you. We'll cover tips on how to protect your assets, create wills, and much more. Come learn, ask questions, and get your affairs in order with friendly experts ready to help. Don’t miss out on this great opportunity!

What you will gain by attending:

✅ What is the best way to protect my home and legacy I’ve built for my family?
✅ I already have a will — is that good enough?
✅ What happens to my assets if something unexpected happens to me?
✅ How can I avoid probate?
✅ What role do trusts play in protecting my family and minimizing conflict?
✅ How do I eliminate unnecessary taxes?

You will have the opportunity to ask questions directly to planning professionals. Come with your questions and ideas. This is a workshop that is for you to gain immediate insight to take action. This is a complementary workshop, where you will have a no-obligation opportunity to speak with us as you wish.

Register now, space is limited!

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

Get App

Host or Publisher The Boring Financial Company