567 Workshops Presents: Estate Planning

September 9, 2021

September 9, 2021

Like many people, you may hope to leave a substantial legacy for your loved ones and charitable causes. But without proper planning and the appropriate financial strategies, you may not be able to protect your assets from probate and other unintended consequences. As a result, your estate may be settled in ways you did not intend. When you attend the workshop,you will receive a full-color, 20-page workbook on estate planning. This resource is filled with essential information, exercises, and questions that may help you assess your current situation and develop a strategy that may help preserve your assets. Perhaps best of all, you’ll be eligible for the complimentary consultation offered to all workshop participants.

More information can be found here: https://www.estateplanning567.com

Walk-Ins are welcome! 

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