Protect What You're Building
About this Event
Protect What You're Building
An evening on trusts, privacy, and the stewardship of your family's wealth.
What happens to the assets you've worked hard to build if something happens to you?
Join us for a free educational seminar exploring practical ways families can think about protecting their assets, maintaining privacy, avoiding probate, and passing wealth to their children on their terms.
We'll discuss:
• How trusts can help protect and organize family assets
• Why privacy and avoiding probate may matter to your family
• How thoughtful planning can help you pass wealth to the next generation on your terms
• Questions to consider when thinking about your family's asset-protection strategy
This is an educational event designed for anyone who is curious about protecting what they've built. No prior knowledge is required.
Free event. Space is limited. Registration is required.
Agenda
🕑: 06:00 PM - 06:25 PM
Doors Open & Check-In
Info: Check in, grab refreshments, and get settled for the evening.
🕑: 06:25 PM - 07:05 PM
Protect What You're Building
Info: An educational presentation exploring trusts, privacy, asset protection, and thoughtful planning for your family's wealth.
🕑: 07:05 PM - 07:35 PM
Q&A
Info: Bring your questions and join the conversation.
🕑: 07:35 PM - 07:45 PM
Next Steps & Resources
Info: Learn about resources and ways to continue exploring your family's asset-protection goals.
🕑: 07:45 PM - 08:20 PM
Connect & Discovery Calls
Info: Stay for informal conversation and optional discovery-call booking.
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
