Planning for Life - Complimentary Workshop

Planning for Life - Complimentary Workshop

Where and when

Planning for Life – Complimentary Workshop

Whether you are just beginning to think about your will or estate plan or you simply need to update your current documents, you will leave our workshop more informed and equipped to work with your own professional advisors on a solid plan for the future.

FairfaxPresenter: Randy Fairfax

Randy is the Private Wealth practice leader with Highland Consulting Associates, Inc. where he provides his clients and families with expert financial advice, business consulting, and wealth management experience. He has helped create over $1 billion of additional resources for both families and charities, while enhancing the preservation of family businesses, family wealth and family relationships.

Topics Include:

  • 10 most common planning mistakes
  • How to leave a legacy that reflects your core values
  • Understanding why you plan
  • Answers about Wills, Probate, Trusts, Titling, and Estate Taxes
  • The misconception of wealth distribution

 

Event includes a complimentary lunch with a special discussion by Professor Chris Burkett on the first American to plan for future generations: Benjamin Franklin.

To Register for this FREE event, please call (419) 289-5411 or email Jen Nixon at [email protected].  Attendance is limited.  RSVP by March 15!