Planning with Purpose: Protecting Home, Family & Future

Protecting What Matters Community Series
Presented by Dr. Rachael Yvonne Davis
About this Event
SHORT EVENT SUMMARY

Join us for a warm and engaging community conversation designed to help individuals and families better understand how to protect what matters most before crisis happens. Topics include protecting the family home, retirement and income planning, long-term care awareness, avoiding costly financial gaps, and practical strategies for aging with dignity, confidence, and control. Light refreshments will be served.

FULL EVENT DESCRIPTION

🌿 Protecting What Matters Community Series

Planning with Purpose is a community-centered educational experience created to help individuals and families navigate important conversations around protection, planning, caregiving, retirement, and legacy.

This event is designed for:
• Families
• Homeowners
• Caregivers
• Retirees
• Working Professionals
• Community Members Seeking Practical Guidance

During this interactive community conversation, we’ll discuss:

✔ Protecting the Family Home
✔ Retirement & Income Protection Strategies
✔ Long-Term Care Awareness
✔ Avoiding Costly Financial Gaps
✔ Legacy & Estate Planning Basics
✔ Aging with Dignity, Confidence & Control

Guests will also enjoy:
☕ Light Refreshments
🎁 Community Giveaways
💬 Real Conversations & Practical Guidance
🤝 Community Resources
📋 Optional Private Consult Scheduling

“My hope is that when families plan with purpose, they create the freedom to age, live, and make decisions more limitlessly — with dignity, confidence, and control.”
— Dr. Rachael Yvonne Davis

Space is limited. Early registration is encouraged.

HOST INFORMATION

Presented by Dr. Rachael Yvonne Davis
Financial Representative • Community Advocate • Speaker

Hosted in collaboration with:
• Glencrest Civic League Neighborhood Association
• Book Angel

WHAT TO BRING

• Questions
• A notebook or device for notes
• A friend or family member who may benefit from the conversation

EVENT DISCLAIMER

This event is educational in nature and intended to provide general information and community resources. Individual consultations are optional and not required for attendance.

A portion of this experience is rooted in purpose—optional donations support Book Angel and ongoing literacy initiatives. Guests are also invited to bring new or gently loved books as we continue expanding access to literacy and education in our communities. 📚💫