Estate Planning: The 3 Steps to Protect Your Family's Financial Future
Sat, Jun 13
|Residence Inn by Marriott-San Gabriel Rm
The workshop is a relaxed education session where we focus on what matters most—your family, your goals, and the legacy you want to leave behind. During this workshop, you will learn important strategies to help protect your family. Space is limited - register today for this Georgetown workshop.
Time & Location
Jun 13, 2026, 10:00 AM – 12:00 PM
Residence Inn by Marriott-San Gabriel Rm, 934 W University Ave, Georgetown, TX 78626, USA
About the event
What Happens in a Planning Workshop Meeting?
The workshop is a relaxed education session where we focus on what matters most—your family, your goals, and the legacy you want to leave behind. During this educational workshop, you will learn important strategies designed to help protect your family, your assets, and your legacy:
• Common myths about estate planning
• Strategies for protecting assets from long-term care costs
• Advanced estate planning strategies that many families don’t know are available