Future-Proof Your Finances: Estate Planning for Health and Wealth
Schedule
Wed Sep 10 2025 at 06:00 pm to 08:00 pm
UTC-05:00Location
Aloft Austin Round Rock | Round Rock, 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 light refreshments
- 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
Where is it happening?
Aloft Austin Round Rock, 2951 Jazz Street, Round Rock, United StatesEvent Location & Nearby Stays:
USD 0.00
