You’ve worked to build your legacy, we’re here to help make sure it’s secured…properly.

P.S. The Kids Protection Plan & “Is Now The Time” estate planning assessment can be found below.

Join us for our next FREE info session on Saturday, October 30th, 10:00 am-10:45 am.

This session will focus on:

  • The complete estate planning checklist

  • The differences between wills, trusts, and a TRUE estate plan

  • The “online” vs. “hands-on” estate planning

  • When is the right time to start planning

  • What everyone needs to make sure their wishes are delivered

  • & more!

Register by CLICKING HERE or continue to scroll to access the Kids Protection Plan or the “Is Now The Time” estate planning assessment.

Kids Protection Plan.

Get your FREE Kids Protection Plan to ensure the “kiddos” are protected.

The Assessment.

Take 2 minutes & take the assessment to see if now is the right time for a plan.

Join The Session.

Even if you can’t make the next session register and we’ll send a recording.

 

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