Description
Learn the Core Fundamentals of Estate Planning
Wills & Trusts: Understand the importance of having a valid will and how trusts can complement
Asset Protection: Learn strategies to safeguard your assets from potential future challenges and creditors.
Beneficiary Planning: Ensure your wishes are carried out precisely as intended for those you love most.
Taxes & Probate: Discover ways to minimize potential estate taxes and reduce costly probate proceedings.
Special Needs Planning: Learn how to provide long-term care and financial security for loved ones
Please join me for a comprehensive presentation
Join us on July 8th, 2026
Register today
Date and Time
Wed, Jul 08, 2026
11:45a - 1:30p EST
Location
Manero's
Note
Doors will open at 11:45 am. Lunch will be served at 12:00 pm. The presentation will begin promptly at 12:30 pm.
Important Disclaimer: Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The
economic forecasts set forth at this event may not develop as predicted and there can be no guarantee that strategies promoted will be successful.