Wills, Trusts, Financial & Final Planning Luncheon
About this Event
Join us for a Wills, Trusts, Financial Planning, and Final Planning Luncheon!
Date: Wednesday, June 24, 2026
Time: 12:30 pm - 2:00 pm
Location: Bethesda Senior Center, 225 Bethesda Church Rd, Lawrenceville, GA 30044
Join us for our upcoming Wills, Trusts, Financial & Final Planning Luncheon on Wednesday, June 24th at 12:30 PM - 2:00 PM at the Bethesday Senior Center in Lawrenceville!
If you’ve been meaning to “get your affairs in order” but aren’t sure where to start, this workshop is for you. We’ll walk you through the essential steps to protect your family, preserve your assets, and create a plan that brings clarity and peace of mind.
You’ll hear from a trusted team of professionals:
• Estate Planning Attorney Tamika M. Johnson – Wills, Trusts, Powers of Attorney, and how to avoid probate pitfalls
• Financial Advisor Marvin Gayle – Building, protecting, and transferring wealth strategically
• Final Planning Advisor Peter James – Planning ahead to ease the emotional and financial burden on loved ones
This is an educational, informative session designed to empower individuals, families, and business owners to make confident decisions about their future. Whether you’re just getting started or need to update an existing plan, you’ll leave with practical information you can use immediately.
✨ Don’t wait for a crisis to create a plan.
✨ Get informed. Get organized. Get protected.
Invite a friend, bring your questions, and join us on June 24th at 12:30 PM in Lawrenceville!
We look forward to seeing you there!
Complimentary lunch will be provided!
**Seating is limited - Registration is required**
Agenda
🕑: 12:15 PM - 02:00 PM
Check-in /Refreshments
🕑: 12:30 PM - 01:30 PM
Speakers / Discussion
🕑: 01:30 PM - 02:00 PM
Q&A
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
