Estate Planning requires understanding. You deserve to make informed choices, but first, you need information.

This workshop will cover information like:

• What are the differences between wills and trusts?
• How could LTC affect my estate?
• How can I ensure that I retire successfully and efficiently transfer my assets to the next generation?

This complimentary workshop will be on Wednesday, August 13th, 2026 at 11:30 a.m. at Synergy Business Park – Santee Conference Room 

Sign up today– we hope to see you there!