Intentional Estate: The Proactive Approach to Estate Planning

Join us in person to learn smart, proactive moves for intentional estate planning that protects your legacy.
About this Event

Your life’s work deserves more than a generic legal template or a default government process; it requires deliberate strategy.

Join ATB Wealth with guest speaker Julia Norman of Pushor Mitchell LLP for an exclusive seminar designed for individuals looking to take a proactive role in shaping their financial legacy. Together, we will walk through strategies to help navigate common pitfalls, organize asset transfers, and manage potential complications for your beneficiaries. Join us to move beyond basic preparation and build an estate plan tailored to your family's goals.

Refreshments and light bites will be provided.

Space is limited. Registration is required.

Agenda

🕑: 05:15 PM - 05:30 PM
Doors Open
🕑: 05:30 PM - 06:30 PM
Presentation
🕑: 06:30 PM - 07:00 PM
Networking