Get Your Act Together: Planning For The Future
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◕‿↼Please Join Us on June 2 For An Engaging Conversation About
Planning Ahead With The Future In Mind
Let’s be honest: most of us avoid conversations about planning for the future, because we don’t know where to start, or we worry it will feel too overwhelming.
But the truth is, thoughtful planning is one of the kindest things we can do for ourselves and the people we love. Whether you're thinking about your own wishes, helping aging parents prepare, or simply trying to feel more in control, there are steps you can take.
Join us for a real, approachable conversation about what it actually means to get your affairs in order. We'll break down the most essential pieces of planning into manageable parts and offer guidance from a team of professionals who approach this work with compassion and clarity.
We’ll cover:
✔️ Wills and Trusts
✔️ Advance Directives
✔️ How to get your digital life and legacy in order
✔️ Essential financial planning strategies
✔️ How to plan with your aging parents in mind
✔️ Ways to make difficult conversations a little easier
Your Hosts:
Melissa Goikhman, Esq.
Estate Planning Expert & Attorney
Legacy Wealth Counsel
Simon Brady
CERTIFIED FINANCIAL PLANNER®
Anglia Advisors
Marni Blank, Esq.
End-of-Life & Legacy Planner/Death Doula
Begin With The End
**Sips and Snacks will be provided
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