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SUMMARY:Lunch & Learn at Amalfi's Italian Restaurant
DESCRIPTION:Protect What You’ve Built: Simple Legacy & Tax Planning (Lunch Included)Join us for a free educational lunch and learn how upcoming Social Security changes could affect your future financial independence and what practical steps you can consider now to stay on track. We value your time\, so we will begin the conversation promptly at 12:15 and conclude at 12:45. \nDate: Wednesday\, February 4\, 2026 at 12:00 pm (doors open at 11:45 am)Location: Amalfi’s Italian Restaurant\n Cost: FREE (Registration required) \nWhat you’ll walk away with: \n\nThe most common planning gaps that create headaches for families—and how to avoid them\nStraightforward ways to potentially reduce taxes now and later\nHow to organize beneficiaries and key documents so your wishes are easier to carry out\nOptions that can help protect inheritances for children and grandchildren\nA simple framework for multi-generation planning (six building blocks)\n\nAlso covered (as time allows): 529 plans\, Roth conversion basics\, and retirement risk decisions. \nRegistration is above!Seating and lunch is limited. Note: Adults 55+ only. No children\, please.
URL:https://assetguardnc.com/event/lunch-and-learn-at-amalfis/
LOCATION:Amalfi’s Italian Restaurant\, 503 Nelson Street\, Kernersville\, North Carolina\, 27284\, United States
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