Make Money Work 4 Me: Estate & Wealth Transfer Essentials

Meet us in Suite #400

Your home and financial assets may be some of the most valuable gifts you'll ever leave your family—but are they properly structured to help protect your loved ones and preserve your legacy?

Join Healthy Wealth Club for an educational event featuring estate planning attorney Kristin Young Rayder, Esq. and Certified Financial Planner™ Kevin Barrett, CFP®, CPA (Inactive).

Kristin will explain the importance of trusts, wills, and estate planning, including strategies that may help families transfer a home and other assets efficiently while avoiding common legal and financial pitfalls.

Kevin will discuss important financial and tax considerations when transferring wealth to the next generation, helping you better understand how thoughtful planning today can benefit your family tomorrow.

Whether you're creating your first estate plan, updating an existing trust, or simply want to learn how to protect what you've worked so hard to build, you'll leave with practical knowledge and greater confidence about your next steps.

Topics Include:
• Estate trusts and wills
• Protecting your home and family
• Wealth transfer considerations
• Tax-efficient planning concepts
• Legacy planning basics
• Live audience Q&A

Take the first step toward getting organized and creating a healthier financial future and a lasting legacy for those you love.

Space is limited! RSVP today.

Appetizers and drinks will be provided.