Join us for a workshop on

Starting your Year Off Right with Legacy Planning for You & Your Loved Ones

Thursday, January 18th at 3pm PST

@ Sebastopol Center for the Arts
282 S High Street
Sebastopol, CA 95472

It’s a New Year and a great time to get your year started off right by planning for you and your loved ones futures!

Planning is not just about planning for death and putting in place a set of documents that you’ll never look at again. Instead, we want to help you plan for life!

If you want to make sure you aren’t going to leave a mess for the people you love, and want to ensure that what you do leave is full of clarity, love, and a future full of possibility and care, then this workshop is for you!

Have you ever asked yourself:

How can I protect my loved ones from the Long Term care costs associated with aging?

What happens if I don’t have a plan in place when I pass away?

How can I maximize my retirement and savings to leave a legacy for my children, grandchildren, friends, and family?

We will answer these questions and more…

Topic we’ll cover:

• How to maximize the inheritance you leave to your children
• The pitfalls of putting assets into your children’s names
• How to make sure the people you choose can make decisions on your behalf if you become incapacitated 
• The difference between a will and a trust
• How to avoid the expenses and delays of probate
• How to avoid the most common estate planning mistakes
• And so much more…

Space is limited, so please reserve your seat by registering below. We look forward to seeing you there!