Free Online Presentation | Attend on any device with internet access!

Wills & More for You & Yours: Pursuing Wellness, Wealth & Legacy

In this Free Online Presentation you will discover:

– How to make sure your healthcare and other wishes are honored
– How to protect your family and loved ones when you no longer can
– How to pass on more than your financial wealth and leave a legacy
– How to ensure that the assets you to leave to your children and loved ones are protected from creditors, divorce, etc.

During these times, I understand there is a lot of uncertainty, and the idea of planning for the future can be overwhelming. I am offering this education to help people know where to start, make wise choices and build peace of mind. In this informative and empowering webinar, I will guide you to make sure you know what you need to have a plan that will work when your family needs it most. If you have kids, you will learn how to ensure they are taken care of by the people you want, in the way you want, no matter what. I will help you to take charge and ensure you have done the right thing by your family.

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When we can gather again, we look forward to scheduling in-person events. Join our eNewsletter below to be kept in the loop about our events.

Ready to plan an event for your group for the future? Here are some options: 

Wine & Wills: Wine Tasting and Estate Planning Seminar- at a Venue – Take soem time out of your busy schedule, relax, and have a glass of wine. It’s all about showing your love for those you care for and want to protect. Learn how to protect yourself, your loved ones, your assets, and your legacy.

Wine & Wills – at your home – Your house, your friends, wine & cheese – find out what you need to know to protect your family, plan your legacy, and enrich your life.

Mom’s (&/or Dad’s) Groups – New babies groups, toddler play groups, any group with parents and kids – I am happy to speak even if your kids are there! I keep this kind of presentation to about 20 minutes plus time for questions.

Organizations, Clubs, PTO/PTA – I am available to speak to your organization, club, or class about wills, trusts, medical/healthcare powers of attorney, financial powers of attorney, planning for incapacity, dealing with dividing up personal belongings, helping preserve family relationships, and leaving a legacy.

Protecting Your Young Adult Children – Heading off to College & Beyond – Do you have a child that’s turned 18 years old and is heading off to college? Or a child already in college? Once 18 your child is legally an adult and you no longer have the legal right to access their health care, school, or banking records without their permission. Do you want to be able to help them in a medical crisis? Do you want to be able to help them with a problem with a financial account, landlord issue, etc.? Find out what to do in this free presentation.

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