Legacy Luncheon: Mastering Estate and Financial Planning

12:00 PM – 12:15 PM: Registration and Welcome Reception

• Activity: Guests arrive and check in. Light refreshments and networking opportunities.
• Details: A selection of beverages and appetizers to start the event.

12:15 PM – 12:25 PM: Opening Remarks

• Details: Welcome guests, overview of the luncheon agenda, and introduction to the importance of financial and estate planning.

12:25 PM – 12:50 PM: Keynote Presentation: "Securing Your Future: The Role of Financial Planning in Legacy Building"

• Speaker: Duvens Myrtil
• Details: Insightful discussion on how strategic financial planning can safeguard and enhance personal wealth, with a focus on long-term legacy.

12:50 PM – 1:15 PM: Luncheon Service

• Details: Guests enjoy a plated lunch. During this time, they can engage in informal discussions and networking.

1:15 PM – 1:35 PM: Presentation: "Estate Planning Essentials: Crafting a Legacy That Lasts"

• Speaker: Jessica Hooper, Esq.
• Details: Key elements of effective estate planning, including wills, trusts, and tax implications. Tips on ensuring your estate is managed according to your wishes.

1:35 PM – 1:55 PM: Q&A Session

• Details: Open floor for guests to ask questions to the keynote speaker and estate planning specialist. Opportunity to address specific concerns and gain personalized advice.

1:55 PM – 2:00 PM: Closing Remarks and Farewell

• Details: Recap of key takeaways, thank you to speakers and attendees, and information on additional resources or follow-up consultations.

Host or Publisher Jessica Hooper