An Estate Planning Workshop with Beacon Legacy Group & Witt Financial
Join us for an empowering and informative workshop designed to help you protect what matters most—your family, your assets, and your legacy. Presented in partnership with the trusted financial advisors at Witt Financial, this event will walk you through essential legal and financial strategies that provide true peace of mind.
In this workshop, you’ll learn:
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✅ The difference between a Will and a Trust—and which is right for your family
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✅ How to avoid probate and protect your estate from unnecessary court involvement
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✅ Planning for incapacity: Powers of Attorney and healthcare directives you need
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✅ Financial strategies to safeguard your retirement and preserve your wealth
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✅ How to minimize taxes and plan for long-term care costs
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✅ Smart coordination between your estate plan and financial plan
Whether you’re just starting to think about estate planning or looking to update your current documents, this workshop will give you the clarity and confidence to take the next step.
Sign Up Here: Your Future, Your Plan The Fairfield Glade Community Center – My WordPress