Plan Today, Protect Tomorrow: How Estate Planning and Financial Strategies Work Together

Estate & Financial Planning Dinner Seminar

Date: Tuesday, November 12, 2024
Time: 6:00 PM - 8:00 PM
Location: Alexander's Mediterranean Restaurant, Raleigh, NC

About the Event: Join Kristen Mackintosh, The Happy Lawyer, and financial advisor Haley Plummley for a free dinner seminar at Alexander’s Mediterranean Restaurant. This exclusive event will cover how estate and financial planning work together to protect your wealth, your legacy, and your loved ones. Enjoy a delicious meal while learning the key steps to securing your future.  This is a no obligation dinner - just a chance to learn why planning is important.

Key Topics:

• Essential estate planning tools: wills, trusts, powers of attorney
• Financial strategies to grow and safeguard your assets
• How estate and financial planning complement each other for complete protection
• Practical tips to start building a plan that gives you peace of mind

Seating is limited, so don’t miss this chance to enjoy a great meal while gaining valuable insights from two experts. Take control of your future today!

Free Dinner Included!

Register Now: by calling or texting (919) 578-2147 or email kristen@thehappylawyernc.com