What’s in it for you?

Maybe you want to create an estate plan, but you’re feeling a bit overwhelmed and don’t know where to begin or how to get started? This is just the reason we created this FREE estate planning workshop. During this workshop you’ll discover:

  • How to control your property while you are still alive and well;
  • Prepare for potential disability;
  • How to give what you have to whom you want, when you want, the way you want;

And we’ll offer a complementary consultation with Polaris Plans for attending. No obligation to move forward after your consultation. Our gift to you …. We just want to help get you the answers you need and your planning on track.

Special Events For Our Financial Professionals

August 27th 10-11:30

  • Estate Planning Case Study: Protecting Family & Assets With Fool Proof Planning
  • Lunch Will Be Provided

November 4th 10-11:30

  • Elder law Case Study: Discover How Planning Ahead Protects Your Loved Ones’ Family AND Assets

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