Financial Wellness Open House | Review, Save & Plan Smarter

Event Overview

Join Williams Family Insurance and Mark Williams Auto Group for a Financial Wellness Open House—a relaxed, come-as-you-can event designed to help you better understand your finances, coverage, and next steps.

This is a space to ask questions, get guidance, and connect with real people who are here to help. Our focus is simple: education first, integrity always, so you can make confident decisions for yourself and your family.

What to Expect

Complimentary Insurance Reviews
Our licensed team will be available to walk through your current policies, coverages, and deductibles in a simple, easy-to-understand way.

• Current customers can take advantage of a full coverage review and assessment to ensure everything is still competitive and properly protecting your assets
• Not a current customer? You’re still welcome—ask questions, learn, and get clarity on what you have

A Hub for Financial Guidance
If you’ve ever felt unsure where to start with your finances—you’re not alone.

The reality is, most people were never taught how to build credit, budget effectively, or plan for big life moments like buying a home or protecting their future.

We’ve brought together trusted local professionals to help guide you through it, including:

• Credit, budgeting, and financial wellness
• Mortgage lending and home buying
• Real estate guidance
• Estate planning (wills & trusts)
• Tax and financial organization (ProBiz Services)
• Long-term planning and financial protection

Lite Bites & Refreshments Provided
Enjoy a casual, welcoming environment while you connect and learn.

VIP Welcome Bags
The first 150 attendees will receive a VIP Welcome Bag from Williams Family Insurance and Mark Williams Auto Group.

Why Attend

Whether you're looking for clarity, planning your next step, or just want a better understanding of your current situation—this is a great place to start.

Event Details

Date: Tuesday, April 28th, 2026
Time: 4:00 PM – 7:00 PM
Location: Beechmont Ford

Stop in when it works for you—we’d love to see you there.

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

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Host or Publisher Nina Herrick