Estate Planning: The 3 Steps to Protect Your Family's Financial Future
Thu, Jun 25
|Downtown Georgetown
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 the Georgetown workshop.
Time & Location
Jun 25, 2026, 2:00 PM – 4:00 PM
Downtown Georgetown, 501 S Austin Ave Suite 1220, 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