Are you ready to create a plan that not only protects you,
your family and your assets; but also brings
peace of mind through organization?? Join us for an
exclusive workshop designed to guide you through
every practical aspect of the process.
BONUS #1: You will have your plan in place and still be able to keep your information private, but it will be ready when it is needed.
BONUS #2: You will also have your information ready for an attorney to prepare your legal documents based on your situation and your goals.
BONUS #3: Armed with the knowledge of how the legal side of the process works and what your goals are...you will be able to confidently meet with an attorney to ask your questions and communicate exactly what you want. Saving you time, money and worry.
BONUS #4: After putting your plan together, you will not only know when it needs to be updated, but also how to update it.
Listen to Ann's review of the workshop
Listen to Denise's review of the workshop
EDUCATION
Knowledge is Power - understand the essentials of estate planning in a straightforward, digestible format. Empower yourself with the knowledge to make informed decisions.
Guidance - learn from professionals who will provide insights and answer your pressing questions.
PERSONALIZATION
Your Unique Plan - tailor your estate plan to fit your personal circumstances and aspirations. We emphasize customizations to ensure that your plan is truly yours.
Engaging Activities -participate in interactive activities and discussions that help clarify your goals and streamline your planning process.
Step by Step Process - learn the practical steps to organize your estate, from gathering necessary documents to outlining your wishes in a clear more concise manner.
Efficient Planning Tools - discover tools and techniques to keep your estate plan organized and up to date, ensuring its ready when you need it.
Document Management - get tips on how to manage and store your important documents securely and accessibly.
GOING BEYOND THE LEGAL DOCUMENTS
Holistic Approach - we cover the emotional and practical aspects of estate planning, ensuring that your plan reflects your values and desires.
Future Adaptability - learn how to keep your plan flexible and adaptable to changes in your life and the law
DO IT NOW....
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