Pour a glass of wine or beverage of your choice and test your knowledge of fun trivia about wine & wills and beer & beneficiaries. It’s a lot of fun! If you would like to do a similar event, let me know!
Wine & Wills: Wine Tasting and Estate Planning Seminar- at a Venue – Take some time out of your busy schedule, relax, and have a glass of wine. It’s all about showing your love for those you care for and want to protect. Learn how to protect yourself, your loved ones, your assets, and your legacy.
Wine & Wills – at your home – Your house, your friends, wine & cheese – find out what you need to know to protect your family, plan your legacy, and enrich your life.
Mom’s (&/or Dad’s) Groups – New babies groups, toddler play groups, any group with parents and kids – I am happy to speak even if your kids are there! I keep this kind of presentation to about 20 minutes plus time for questions.
Organizations, Clubs, PTO/PTA – I am available to speak to your organization, club, or class about wills, trusts, medical/healthcare powers of attorney, financial powers of attorney, planning for incapacity, dealing with dividing up personal belongings, helping preserve family relationships, and leaving a legacy.
Protecting Your Young Adult Children – Heading off to College & Beyond – Do you have a child that’s turned 18 years old and is heading off to college? Or a child already in college? Once 18 your child is legally an adult and you no longer have the legal right to access their health care, school, or banking records without their permission. Do you want to be able to help them in a medical crisis? Do you want to be able to help them with a problem with a financial account, landlord issue, etc.? Find out what to do in this free presentation.
Join our eNewsletter below to be kept in the loop about our events.
