Estate Planning 101 Workshop
Get your financial ducks in a row. Learn how to protect your family & your legacy.
You work hard for your home, your savings, your retirement, and your family’s future.
But if something unexpected happens… will everything go where you want it to go?
Most families don’t realize how quickly things can become complicated — court involvement, frozen accounts, confusion, and unnecessary stress during an already painful time.
This educational workshop brings together an estate planning attorney and a financial planner to help you understand how to protect the people you love — legally and financially.
Because this isn’t just about documents.
It’s about peace of mind.
Get your financial ducks in a row. Learn how to protect your family & your legacy.
You work hard for your home, your savings, your retirement, and your family’s future.
But if something unexpected happens… will everything go where you want it to go?
Most families don’t realize how quickly things can become complicated — court involvement, frozen accounts, confusion, and unnecessary stress during an already painful time.
This educational workshop brings together an estate planning attorney and a financial planner to help you understand how to protect the people you love — legally and financially.
Because this isn’t just about documents.
It’s about peace of mind.
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Highlights
- 1 hour 30 minutes
- In person
Location
5100 S Cleveland Ave
5100 South Cleveland Avenue
Fort Myers, FL 33907
How do you want to get there?
