Wine, Wills, & Wealth
About this Event
Wine, Wills & Wealth
An evening of wine, conversation, and practical planning for your future.
Wine is on us. Peace of mind is priceless.
Join estate planning attorney Paul Mason of Mason Law & Planning Group for an enjoyable evening focused on protecting what matters most. Over a glass of wine and light refreshments, you'll learn practical estate planning strategies to help safeguard your family, your assets, and your wishes.
Whether you're creating an estate plan for the first time or wondering if your current plan still reflects your current life, this event will provide practical, easy-to-understand guidance you can use immediately.
This isn't a sales presentation or a stuffy legal seminar. It's a relaxed, educational conversation designed to answer the questions families ask every day.
Event Details
📅 Tuesday, August 11, 2026
🕕 6:00 PM – 8:00 PM
📍 Mason Law & Planning Group
16055 Old Forest Point, Suite 301
Monument, CO 80132
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Featured Guest
You'll also hear from Zach Yarnell, Private Wealth Advisor Partner with U.S. Bank Private Wealth Management, who works with individuals and families to develop personalized wealth management strategies. Zach specializes in investment management, private banking, wealth planning, and trust and estate services, helping clients align their financial goals with their long-term legacy.
Who Should Attend?
This event is ideal for:
- Homeowners
- Married or single individuals with assets
- Parents and grandparents
- Business owners
- Individuals nearing or enjoying retirement
- Anyone interested in protecting their family, preserving their wealth, and planning for the future
What You'll Learn
- How wills and trusts work together to protect your family
- Strategies to help avoid probate and unnecessary court involvement
- How to ensure your medical and financial wishes are honored
- Ways to help protect your wealth for future generations
- How estate planning and financial planning complement one another
- Practical steps you can take now to create a lasting legacy
What to Expect
✔ Complimentary wine and light refreshments
✔ Practical estate planning and financial planning insights
✔ Relaxed, conversational atmosphere
✔ Time for questions with both presenters
✔ No pressure. No obligation. No sales pitch
Agenda
Arrival & Seating – Enjoy complimentary refreshments and get settled
Estate Planning Presentation – A clear, engaging talk led by attorney Paul
Real-Life Examples & Takeaways – Learn what most families overlook
Q&A – Ask general questions in a relaxed setting
Wrap-Up – Leave informed, confident, and on time
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
