LUNCH AND LEARN | Safeguarding Your Wealth and Your Legacy

Estate planning is one of the most meaningful steps you can take to safeguard your legacy, ensure your loved ones are well provided for and your wishes honored. Yet, too often, these crucial decisions may be delayed—sometimes until it is too late.

I invite you to join us for a complimentary luncheon and an enlightening seminar designed to simplify estate planning and offer you insights based on actual cases.  

Over an enjoyable meal, here are some topics we will explore:

-The key elements of a sound estate plan to ensure your wishes are honored

-How to avoid probate and ensure a smooth transition of assets to your heirs

-Strategies to pass on your hard-earned money for future generations

We look forward to a fun and engaging discussion led by our esteemed colleague, Robert Silverman, Attorney at Law, at Silverman & Jaffe, P.C who want to equip you with the knowledge to make informed decisions.

Seating is limited. Register today to secure your spot.

We look forward to the opportunity to connect and share valuable insights with you.