Join us for a delicious dinner and conversation about planning well for the years ahead. We’ll share simple, practical ideas to help you protect what you’ve built and care for the people you love. Come enjoy a good meal, meet neighbors, and ask your questions in a no-pressure setting.
Adults 55+ only. No children, please. Doors open at 5:45 pm and will close by 6:30 pm.

Why Attend

A good plan can make life easier for the people you love. We’ll show you simple steps to help protect what you’ve built, reduce avoidable costs and taxes, and make sure your wishes are carried out—without headaches for your family.

What You’ll Learn

• Protect your family. How to make things smooth for your spouse, children, or caregivers when you’re no longer able to handle it yourself.
• Keep more of what you’ve earned. Practical ideas to lower taxes now and later, so more goes to loved ones and causes you care about.
• Avoid delays and extra expenses. Ways to help your beneficiaries receive what you leave them without needing to sell important assets.
• Safeguard inheritances. Options to help protect what you leave from lawsuits, divorce, or creditors.
• Plan for the next generation. Six straightforward building blocks for long-term, multi-generation planning.
• Retirement choices that ripple forward. How investment mix and risk level today can affect your family tomorrow.
• 529 plans, simply explained. When education accounts can help with legacy goals—even if grandkids are already here.
• Roth conversions in plain English. What “filling your current tax bracket” (often called bracket topping) means, and when it may improve a future inheritance.

What to Expect

• A relaxed, no-pressure session led by an experienced financial professional.
• Clear examples, checklists you can take home, and time for Q&A.
• Come solo or bring a spouse/guest.

Ready to feel more confident about your plan? Reserve your seat today.