Building A Lasting Family Legacy With Wills, Trusts, & Dynasty Planning
Join us for an informative family financial seminar focused on protecting what you have built and preparing the next generation for success. We’ll cover the essentials of wills, trusts, and estate plans; explore how dynasty trusts can help preserve family wealth for generations; and discuss practical trust-planning options for every household. Leave with greater clarity, thoughtful questions to consider, and a stronger foundation for your family’s legacy.
Topics:
The Foundations: Wills, Trusts & Estate Plans
Dynasty Trusts: Protecting Wealth for Future Generations
Trusts for Every Household: Choosing the Right Plan for Your Family
Good to know
Highlights
- 5 hours
- In person
Location
Rose Park
1000 Edgehill Avenue
Nashville, TN 37203
How do you want to get there?
Agenda
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Master of Ceremony
Handling event logistics, ice breaker, and door prizes, and ice breaker.
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Opening Presentation
Along side: Tuki, Christy, Phil, Lashonda, Nicole, Mershard and Joseph help lead the G.A. Davis Family Investment Club and will be a speaker during the opening presentation.
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