Estate Planning Seminar or Webinar

Helping Protect Your Estate Assets and Avoid Unintended Consequences

Now more than ever, it is vital to have a plan in place that will protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals.

Join us at the Cocoa Beach Chamber of Commerce for an educational workshop on Monday, October 18th from 6:00 PM – 7:00 PM in The Boardroom or for a live interactive webinar on Wednesday, October 20th from 11:30 AM – 12:30 PM where we’ll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes.