Protecting Your Legacy: Trusts, Funding & Insurance is an evening discussion focused on key pieces of estate planning and asset protection. The conversation will cover why creating a trust is only the first step, why properly funding that trust matters, and how insurance and estate planning work together to help protect family and assets. Attendees can expect an informative session centered on these topics, along with light refreshments in a welcoming setting. Guests are also invited to bring a friend.
Registration: Required Cost: N/A Format: In person
4233 Pablo Professional Ct #201, Jacksonville, FL 32224, USA