Legacy & Estate Planning Seminar
Secure Your Future Today
OCT. 28
11:00am - 3:00pm
What is a Legacy Plan?
Why you need one:
A legacy plan is your thoughtfully-curated plan for your impact on your community and loved ones. Estate planning is not just for people with children or families, it is for anyone who wants to have control over their legacy.
Our Experts
Estate Planning Attorney
Talisa D. Utsey, Esq.
Estate Planning Attorney
As an experienced estate planning attorney, Talisa will discuss the importance of having an estate plan, regardless of your age or financial status. Estate planning is not just for the wealthy, but for everyone who wants to ensure their loved ones are taken care of in the event of incapacity or death.
Jessica T. Ornsby, Esq.
Family Law Attorney
Estate planning is critical for your family's future. As a family attorney, Jessica is intimately familiar with how important it is to have a solid legacy and financial plan.
Family Law Attorney
Certified Financial Planner
Matthew Aaron, CFP®, RICP®, ChFC®
Certified Financial Planner
Financial planning is a part of estate planning. Matthew will be available to discuss plans that are tailored to your specific goals and needs, including life insurance options to help protect you and your family from life's unexpected events.
What's Included
Completion of One Basic Will*
BY THE END OF THE SEMINAR YOU WILL HAVE ONE BASIC WILL DRAFTED AND NOTARIZED FOR A FRACTION OF THE TYPICAL COST
1 on 1 Consultations
SPEAK ONE-ON-ONE WITH OUR THREE EXPERTS WITH ANY QUESTIONS YOU MAY HAVE
Individual Work Computers
FOR YOUR PERSONAL USE WHILE DRAFTING YOUR WILL
Catered Lunch and Refreshments
YOU WON'T WORK ON AN EMPTY STOMACH
Agenda
OCT. 28, 2023
10:30
Registration & Lunch
Join us a little early to get your computer and to grab a bite. This is also a great opportunity to submit any questions you may want answered during the Q&A session.
11:00
Welcome & Presentation
Our presentation will review the basics of estate planning including key points to include in your will.
11:45
Q&A With Experts
Following the presentation, our experts will answer some of the most common questions submitted.
12:00
Assisted Will Drafting
Using the information learned during the presentation, and from the experts, you will draft a basic will.* This is a low-stress environment, so no need to feel rushed during this time.
14:45
Finalization of Documents
If you are able to complete your will, it will be witnessed and notarized.