Legacy is purposeful, not accidental.
Join us for a free educational presentation designed to help you plan with purpose for every stage of life. Our panel of trusted professionals in estate law, business law, financial planning, and real estate will guide you through the practical steps to protect what you’ve built, provide for your loved ones, and create a lasting legacy.
What You’ll Learn:
- Early Adulthood – Powers of Attorney, life insurance basics, rent vs. buy, business foundations
- Marriage & Home Ownership – Protecting assets, planning as a couple, homeownership strategies
- Family & Investments – Trust planning, college funds, real estate wealth, entrepreneurship
- The Trophy Years – Retirement income, senior living options, advanced trusts, and succession planning
Whether you are just starting out, raising a family, or looking toward retirement, this presentation will give you the clarity and confidence to make the next stage of life your best yet.
Speakers
- Cristina Baker – Estate & Probate Law
- Damon Bowman – Business & Real Estate Law
- Chris Phillips – Financial Planning
- Christi Barrera & Tyler Crotty – Real Estate Professionals
