NEW MILLENNIUM GROUP
March 25th at the SLCC Miller Campus.
You are invited! Join us for a free in-person workshop on Estate Planning in Retirement
Are your hard-earned assets protected?
WITHOUT A PLAN, THE ANSWER MAY BE NO
Why Estate Planning Matters
√ Peace of Mind
√ Avoid costly mistakes for you and your family
√ Help avoid losing your home and life savings should you need to go to a nursing home
√ Make a plan so that your family can maintain control of your assets, NOT the courts!
HERE’S WHAT WE’LL GO THROUGH AT OUR LIVE WORKSHOP
√ Who needs Estate Planning?
Estate Planning isn’t just for the “super wealthy”. We’ll show you how to know if you should have an Estate Plan.
√ Help Avoid Probate
More people run the risk of ending up in probate than you may think. Learn ways to be sure you’re not one of them.
√ Wills vs Trusts
Did you know that a “will” is more like a “wish”? Learn ways you can avoid uncertainty with an Estate Plan.
√ Living Benefits
If you think Estate Planning only helps after you’re gone, you’ll be excited to learn the many benefits you could use right now.
√ Charitable Giving
Learn how an Estate Plan can allow you to make an even bigger impact with charitable donations starting right now.
LIMITED AVAILABILITY - RESERVE YOUR SPOT!
We will be practicing social distancing. Tables will be set apart and a limited number of reservations will be taken due to limited seating.