Future-Proof Your Finances: Estate Planning for Health and Wealth
Schedule
Wed Jan 15 2025 at 05:00 pm to 07:00 pm
UTC-06:00Location
Total Wine & More | Cedar Park, TX
About this Event
Protect Your Family’s Future: Don’t Leave Your Retirement and Estate to Chance!
Without a solid estate plan, you risk running out of money in retirement, burdening your loved ones with the probate process, and seeing your hard-earned assets mismanaged.
But there are steps you can take to prevent this.
Join Us for a Fun, Free Event
- Enjoy a beverage sampling
- Learn about wills, trusts, power of attorney, asset protection, minimizing taxes, and how to create a plan for the future.
- Ask questions and discuss your concerns in a supportive, non-judgmental environment.
“They helped us through what should have been confusing.... but they made it very straightforward.” - Kevin Hallet
Questions We'll Address
- How can I avoid being put in a nursing home?
- What are the steps I can take to ensure I will not run out of money in retirement?
- What if I become incapacitated?
- What if my partner remarries after I'm gone?
- Can I protect assets if my children struggle with addiction or poor financial decisions?
- What can I do to avoid burdening my loved ones with the probate process?
“It is so nice to feel confident in every step of a detailed process.” - April Rohlich
Limited spots available! Don’t miss your chance to safeguard your family’s future with expert guidance.
Where is it happening?
Total Wine & More, 11066 Pecan Park Boulevard, Cedar Park, United StatesEvent Location & Nearby Stays:
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