Upcoming events.
Wine & Wills
Join us for a FREE Wine and Wills Event. We will be sampling 3 different wines with 3 unique cookie pairings. All while learning about the Basics of Estate Planning
LUNCH & LEARN
Join us for a free lunch and learn. on Wednesday, February 21, 2024. Enjoy a delicious FREE lunch including your choice of ham and cheese croissant or turkey and cheese croissant with assorted chips, potato salad, cole slaw, macaroni salad and cookies.
Estate Planning 101 Workshop
Enjoy a complimentary lunch while learning about the basics of Estate Planning. Seats are limited!
Estate Planning 101 Wine & Wills Event
Almost Sold Out!
We are delighted to invite you to a special event that combines the pleasures of fine wine with the invaluable knowledge of estate planning. Join us for an enchanting evening that promises both taste and wisdom.
We will have 3 different featured wines with food pairings courtesy of One Hope Wine & The Happy Lawyer. You'll have the opportunity to savor the rich flavors, learn about the art of wine pairing, and discover the stories behind each bottle.
In between the tastings, we will transition into an engaging estate planning talk presented by a seasoned expert in the field. You'll gain insights into the importance of estate planning, strategies to preserve and protect your assets, and how to ensure a secure future for your loved ones. Whether you're just starting to consider estate planning or seeking to refine your existing plan, this talk will provide valuable information and guidance.
LIMITED SEATS AVAILABLE! RSVP by November 27,, 2023 using the below button OR call us at (919) 336-4219. Your future self and your loved ones will thank you for it.
"Estate Planning 101 Lunch & Learn"
SOLD OUT!
Join us for an insightful and empowering Estate Planning Lunch & Learn event!
Are you thinking about estate planning? Have questions about estate planning? Or, do you just want to learn more about estate planning? If the answer is yes, then this event is for you!
Join us for an informative and interactive complimentary lunch and learn about Estate Planning 101 .
Highlights:
Get answers to your basic estate planning questions
What Happens If you Don't have a Will or Trust?
Ways to Avoid Probate
Delicious Lunch: Enjoy a complimentary lunch.
Takeaways: Leave with valuable resources and tools to jumpstart or refine your estate planning journey. Our goal is to equip you with actionable insights that you can put into practice immediately.
Peace of Mind: By the end of this event, you'll have a clearer understanding of how to protect your legacy, minimize estate taxes, and ensure your family's financial security.
Space is limited so sign up today!
RSVP by November 13, 2023 using the below button OR call us at (919) 336-4219. Your future self and your loved ones will thank you for it.
Wine & Wills
We are delighted to invite you to a special event that combines the pleasures of fine wine with the invaluable knowledge of estate planning. Join us for an enchanting evening that promises both taste and wisdom.
We will have 3 different featured wines with food pairings courtesy of One Hope Wine & The Happy Lawyer. You'll have the opportunity to savor the rich flavors, learn about the art of wine pairing, and discover the stories behind each bottle.
In between the tastings, we will transition into an engaging estate planning talk presented by a seasoned expert in the field. You'll gain insights into the importance of estate planning, strategies to preserve and protect your assets, and how to ensure a secure future for your loved ones. Whether you're just starting to consider estate planning or seeking to refine your existing plan, this talk will provide valuable information and guidance.
LIMITED SEATS AVAILABLE! RSVP by October 23,, 2023 using the below button OR call us at (919) 336-4219. Your future self and your loved ones will thank you for it.