Estate planning sends shivers down the spines of even the bravest among us. But not having a plan can forever haunt your loved ones!

Whether you’re retired or soon to be retired, we invite you (and your adult heirs) to join us to face frightful topics and enjoy a delightful meal together.

Discover how to:
🎃 protect your assets from taxes and probate
🎃 broach the difficult topics of death and inheritance
🎃 organize your mess of estate documents
🎃 ensure your wishes are honored
🎃 and more!

At the end of the evening, you’ll leave with
💀 tools to try at home
💀 an estate binder
💀 an appointment for a private consultation
💀and a Halloween goody bag.

TICKETS: $25 per person
Your ticket includes a 3-course meal, presentations and guided discussions with experienced estate planning professionals, and goodies to take home.

*Investments in securities are not insured, protected, or guaranteed and may result in loss of income and/or principal.

*Adviser is not licensed to provide and does not provide legal, tax or accounting advice to clients. Advice of qualified counsel or accountant should be sought to address any specific situation requiring assistance from such licensed individuals