You Are Invited for Lunch On Us: Financial Future & Legacy Planning on April 30th
April 21, 2024
You Are Invited: Financial Future & Legacy Planning.
Join us on April 30th at 11:30 a.m. at Il Professore, for a comprehensive discussion, aimed at educating the community about the knowledge and tools they need to make informed decisions about their financial future and legacy planning. This event recognizes the unique challenges and opportunities that people face in estate planning, and it aims to provide valuable insights and guidance.
Every attendee will learn how to create a legacy plan that aligns with their values and goals, including provisions for loved ones, philanthropy, and other personal priorities. RSVP by April 26th by calling 561-707-1679
Experienced LOCAL panelists includes:
Lekita Wysong, Legacy Advisor, Dignity Memorial (Tequesta, FL)
Ryan Billings, Real Estate Broker, WaterPointe Realty (Tequesta, FL)
Phil Nelson, Advisor/Partner at Helus Wealth Management at Raymond James (Tequesta, FL)
Anne' Desormier-Cartwright ESQ, Elder & Estate Planning Attorney's PA (Jupiter, FL)
Tuesday, April 30th
11:30 a.m. - 1 p.m.
Il Professore (626 US-1, Tequesta FL, 33469)
FREE
Seating is Limited
RSVP by April 26th by calling 561-707-1679
Join us on April 30th at 11:30 a.m. at Il Professore, for a comprehensive discussion, aimed at educating the community about the knowledge and tools they need to make informed decisions about their financial future and legacy planning. This event recognizes the unique challenges and opportunities that people face in estate planning, and it aims to provide valuable insights and guidance.
Every attendee will learn how to create a legacy plan that aligns with their values and goals, including provisions for loved ones, philanthropy, and other personal priorities. RSVP by April 26th by calling 561-707-1679
Experienced LOCAL panelists includes:
Lekita Wysong, Legacy Advisor, Dignity Memorial (Tequesta, FL)
Ryan Billings, Real Estate Broker, WaterPointe Realty (Tequesta, FL)
Phil Nelson, Advisor/Partner at Helus Wealth Management at Raymond James (Tequesta, FL)
Anne' Desormier-Cartwright ESQ, Elder & Estate Planning Attorney's PA (Jupiter, FL)
Tuesday, April 30th
11:30 a.m. - 1 p.m.
Il Professore (626 US-1, Tequesta FL, 33469)
FREE
Seating is Limited
RSVP by April 26th by calling 561-707-1679
Contact:
Lekita Wysong, Legacy Advisor, Dignity Memorial
eepapa@elderlawyersfl.com, (561) 707-1679
