Upcoming Estate Planning Events

NOV. 19

5:30 pm - 7 pm

Cider & Succession

As Thanksgiving approaches, take a little time to plan for the people you're most thankful for. 🍂

Join us for Cider & Succession, a cozy evening of seasonal refreshments and meaningful conversation. Enjoy delicious cider while learning how trusts and thoughtful estate planning can protect your family, preserve your legacy, and make things easier for the people you love.

DEC. 8

5:30 pm - 7 pm

Wrap Up Your Wishes:

Holiday Wills & Trusts Workshop

Join us for a cozy evening and take a little time to plan for the people you love most. 🎄

Learn how a thoughtful estate plan can protect your family, honor your wishes, and help you start the new year feeling prepared.

JAN 20

5:30 pm - 7 pm

Wings & Wills

Start the new year with a plan for what matters most. ✨

Join us for an evening of estate planning and learn how the right plan can protect your family, honor your wishes, and help you feel prepared for the year ahead.

FEB 9

5:30 pm - 7 pm

Love & Legacy

This Valentine’s season, take a little time to plan for the people you love most. ❤️ Learn how a thoughtful estate plan can protect your family, honor your wishes, and give the people you love clear direction for the future.

MAR 2

8:30 am - 10 am

Lattes & Legacies

Start your morning with a fresh look at your family’s future.🌷Join us to learn how an estate plan can protect the people you love, make your wishes clear, and help you feel prepared for what comes next.

MAR 30

5:30 pm - 7 pm

Tacos & Trusts

Spring is a great time to get important plans in order. 🌼 Spend the evening learning how an estate plan can protect your family, keep your wishes clear, and make sure your plan reflects where life is today.

APR 27

8:30 am - 10 am

Pastries & Planning

Spring is a great time to refresh your plans for the future. 🌷

Join us for a morning of pastries and estate planning as we discuss how to protect your family, organize your wishes, and make sure your plans reflect what matters most.

MAY 20

5:30 pm - 7 pm

Pizza and Probate

Good pizza, great conversation, and a little planning for the people you love. 🍕

Join us for a relaxed evening as we discuss probate, what happens to your assets after you're gone, and how thoughtful estate planning can make things easier for your family.

JUN 8

8:30 am - 10 am

Beyond the Will:

Building a Complete Estate Plan

With Father's Day around the corner, it's a great time to protect the people who count on you. 💙

Join us for a morning to learn why a will is only one part of an estate plan and how the right documents can protect your family and honor your wishes.

JUL 6

5:30 pm - 7 pm

Adulting 101:

Estate Planning Made Simple

You're never too young to start making smart decisions for your future! ✨Join us for a relaxed evening after the Fourth of July as we break down estate planning into simple steps, from choosing decision-makers to protecting your assets and making your wishes known.

AUG 3

8:30 am - 10 am

Lattes & Legacies

Start your morning with a latte and a little future planning. ☕

As families prepare for the back-to-school season, join us to learn how thoughtful estate planning can protect your loved ones, preserve what you've worked for, and help you feel prepared for what's ahead.

SEP 14

5:30 pm - 7 pm

Secure Their Tomorrow:

Estate Planning for Families

A new school year brings new routines and a chance to think about your family's future. 🍂

Join us for an evening focused on protecting the people you love, planning for your children's care, and making sure your family has the support and direction they need.

OCT 20

5:30 pm - 7 pm

Tapas & Trusts

Trusts don't have to be scary, especially when tapas are involved! 🎃

Join us for a fun fall evening as we discuss how trusts work, how they may help your family avoid probate, and how to keep your wishes from becoming a mystery.

NOV 19

8:30 am - 10 am

Pastries & Planning

As Thanksgiving approaches, take a morning to plan for the people you're most thankful for. 🦃

Enjoy pastries and meaningful conversation while learning how an estate plan can protect your family, preserve your wishes, and help you prepare for the holiday season and beyond.

DEC 7

5:30 pm - 7 pm

Wrap Up Your Wishes:

Holiday Wills & Trusts Workshop 🎄

This holiday season, give your family something that lasts: a plan for their future. 🎁

Join us for a cozy evening as we discuss wills, trusts, and how thoughtful estate planning can protect your loved ones, honor your wishes, and help you welcome the new year feeling prepared.