Lunch & Learn: Estate Planning

Join us for a complimentary Lunch & Learn where we’ll discuss the essentials of estate planning and how to put the right legal documents in place. Through our strategic partner, Estate Guru, we’ll show how clients can create key documents like a Revocable Living Trust, Will, and Powers of Attorney at a significantly lower cost than traditional attorney fees. Enjoy lunch while learning how proper planning can help protect your family and provide lasting peace of mind.