Legacy Planning 101

Do you know what will happen to your assets, healthcare decisions, and legacy if something unexpected occurs? Estate planning isn’t just for the wealthy—it’s for everyone who wants peace of mind and a plan.
Join us for a 90-minute, in-person educational workshop designed to demystify estate planning and equip you with practical tools to protect yourself and your loved ones.
This session will cover:
• The foundations and importance of estate planning
• The purpose of essential tools: wills, trusts, powers of attorney, healthcare directives, and insurance
• A clear, easy-to-understand explanation of the difference between
wills (instructions) and trusts (protection & preservation of assets)
• A practical Estate Planning Toolkit and personal roadmap to help you get your affairs in order
Whether you’re just getting started or need clarity on next steps, this session is designed to be educational, practical, and accessible.
Plan wisely. Protect intentionally. Leave a legacy.

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

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Host or Publisher Prime Financial Agency