Preserving Your Family's Financial Legacy Estate Planning Workshop

7500 Germantown Avenue,Philadelphia PA 19119

14 May, 2022

Description

Estate planning is a complex topic. We invite you to attend this intensive, hands-on, engaging, much needed workshop. LEBRATING SISTERHOOD & ST. PHILLIPS BAPTIST CHURCH OUTREACH MINISTRIES invites you to join us as we host: GET YOUR HOUSE IN ORDER: Preserving Your Family's Financial Legacy Estate Planning Workshop It’s not a matter of “if” but “when” you will be charged with handling the estate of your loved one. Estate planning is a complex topic that can only add and compound the stress and frustration while grieving the loss of a loved one. We want to ease the burden and stress of family members by hosting this workshop that will provide solid, reliable, and relevant information to connect attendees with friendly and helpful subject matter experts. You will hear from and have the opportunity to personally speak with experts that will provide general information to assist you and your family in planning, protecting, preserving, and managing your estate if you die or become disabled. Proper planning can reduce, or even eliminate, those threats long before they appear. The Workshop will cover: Wills, Trust, and Power of AttorneysWhole Life vs Term LifeProbate Your WillTransfer of PropertyProtecting your assets from financial predatorsMitigating and defusing conflict over the distribution of assetsThe pros and cons of various planning options, so you can evaluate what is best for your family.Closing accounts (bank, utilities, consumer, medical, etc.)And much more!As an attendee, you will: Have the opportunity to network and interact with an estate planning professional before deciding whether to work with him or her, while learning about a complicated topic that could have a major impact on your family’s future. Learn how to avoid unnecessary delays and complications when the time comes to pass on their estate and leave a lasting legacy.Be able to participate in the Q&A sessionHave the opportunity to engage one-on-one exhibitorsReceive handouts and template documentsHave the opportunity to begin to draft and/or create your will and power of attorneys (medical directives, financial, etc)Have the opportunity to network and to interact with an estate planning professional before deciding whether to work with him or her, while learning about a complicated topic that could have a major impact on your family’s future.LUNCH IS INCLUDED! THE FIRST 10 PEOPLE WHO REGISTER WILL BE ABLE TO BRING A GUEST FOR FREE!! This workshop is a perfect way for people seeking solid, reliable information to connect with friendly, helpful experts. With newly acquired knowledge, attendees will be in a position to make a decision and move forward with planning, preparing, and protecting one’s estate and leaving a financial legacy. Additionally, attendees will know where to look if they need more information. Benefits: Attending this workshop doesn’t mean you should avoid doing your own research, or that you shouldn’t seek information from a variety of sources. Instead, it means that this estate planning workshop can be an effective way to make sure you understand all the relevant information and gain a clear picture of what you need. It sure beats spending hours searching on your own and wondering whether the information you’ve found is reliable and applicable to your situation. For more information, please contact us at 267.328.4592 or via email, [email protected]