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Protect Your Assets and Plan for a Secure Future

Join Me for a Complimentary In-Person Estate Planning Workshop

Ready to take control of your financial future and protect your loved ones from the unexpected? Effective estate planning is the key to safeguarding your legacy, minimizing legal hurdles, and ensuring your wishes are honored.


What You'll Learn:
✅ Estate Planning Essentials: Understand the roles of wills, trusts, and other key tools.
✅ Protecting Your Assets: Discover strategies to shield your estate from liabilities and unwanted outcomes.
✅ Planning for Blended Families: Learn how to prevent disinheritance and ensure fairness.
✅ Tax Strategies: Explore ways to reduce or eliminate unnecessary taxes on your estate.
✅ Incapacity & Healthcare Planning: Prepare for future medical and decision-making needs.

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This workshop is ideal for individuals and families looking to take proactive steps toward financial security and peace of mind.


If this workshop date doesn’t work for you, book a complimentary meeting with me, and we can discuss the topics of the workshop.

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JOIN US ON
Wednesday, January 15, 2025
Mentor Public Library
8215 Mentor Ave., Mentor
11:30 am-12:15 pm

THANK YOU

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