Protecting Homes. Protecting Families - Wills, Trusts, and POAs
About this Event
The Importance of Protecting Your Assets & How to Do So
Join us in person for an easy-going session where we'll dive into the essentials of Wills, Trusts, and POAs. Learn how to protect what matters most—your home and your loved ones. Whether you’re new to estate planning or just want to brush up, this event is perfect for you. Come with questions, leave with peace of mind!
Agenda
Welcome & Introduction
Why Protecting Your Assets Matters
Common Risks to Your Retirement Assets
Strategies for Protecting What You’ve Built
Practical Planning Considerations
Q&A & Next Steps
Where is it happening?
Event Location & Nearby Stays:
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