FREE SEMINAR: Estate Planning Fundamentals

FREE SEMINAR: Estate Planning Fundamentals

Your family's future and your peace of mind are too important to leave to chance. Join us for a special evening seminar on estate planning, held on a beautiful rooftop under the stars. This is more than just a seminar; it’s an opportunity to take a meaningful step toward securing your legacy and protecting what matters most to you.

Event Details

Date: September 18th, 2024
Time: 6:00 PM - 8:00 PM EST
Location: Tavern in the Square Rooftop, 300 Mishawum Rd, Woburn, MA 01801

• Enjoy a variety of delicious appetizers and refreshments while you soak in the stunning views and connect with others in a warm, welcoming environment!

Why This Seminar Matters

Planning your estate is about more than just paperwork—it’s about ensuring that your loved ones are cared for and your wishes are honored. At this seminar, we’ll guide you through:

• The Heart of Estate Planning: Understand why creating a thoughtful estate plan is a vital gift to your family, helping to ensure their future security and peace of mind.
• Protecting What Matters: Learn how to safeguard your assets and make sure they are managed and distributed according to your wishes.
• Wills and Trusts: Discover the differences between these important tools and how they can work together to protect your legacy.
• Healthcare Directives: Understand the role of healthcare proxies and living wills in ensuring that your medical wishes are respected.
• Preparing for the Unexpected: Get advice on planning for life’s unexpected events to ensure your family is always taken care of.

Why You Should Attend

• Peace of Mind: Gain the knowledge you need to feel confident about your estate planning decisions, knowing that you’ve done everything possible to secure your family’s future.
• Exclusive Offer: As a thank you for attending, each participant will receive a $500 discount on a personalized estate plan. Take this opportunity to make a significant investment in your family’s future at a reduced cost.
• Interactive Q&A: Participate in a heartfelt Q&A session where our experts will answer your questions and offer guidance tailored to your needs.
• Rooftop Experience: Relax and enjoy a beautiful evening on our rooftop venue, with delicious food and drinks in a setting that’s as special as the plans you’re making.

This seminar is more than just a learning opportunity—it’s a chance to make a lasting impact on your family’s future. Space is limited, so register now to ensure you don’t miss out.

We can’t wait to share this important evening with you!