If you’ve been meaning to get your estate plan done but don’t know where to start, this workshop is for you! Join us on December 3rd @ 7 pm Central Time for a FREE 45 minute Zoom workshop with Carolyn Dale. She’ll break down the essentials in plain English so you can stop guessing and start planning.

You’ll learn 5 Financial Resolutions that protect your family's future:
• The need for core documents and updating old documents and why it matters
• How to avoid probate problems and family confusion with beneficiary designations
• Think ahead in the event of incapacity
• Avoid the chaos of Court and name guardians
• A plan only works if your family understands it

Included with your registration:
• Free PDF workbook
• A $100 gift certificate toward a Peace of Mind Planning Session with Carolyn Dale
• Invite a guest: Ask your spouse or adult child to attend and learn that an estate plan can be streamlined.