WINE & WILLS

Protecting your family and finances doesn't have to be so daunting. Join us for a complimentary wine tasting and learn how you can ensure your kiddos and assets are protected no matter what, even if you don't feel like you are wealthy enough to have an estate plan.

Info coming soon....

People with Masks

PRIVATE EVENT:
PARENTS NIGHT IN

Let's be real, every once in a while, busy parents deserve a night off with friends and a favorite beverage. Get your mommy bubble, dad squad, or favorite couples together in the comfort of your own home for a lighthearted, yet educational conversation about how estate planning can help protect everything and everyone you love.

*Complimentary presentation.

Fully vaccinated. Ask and I'll mask!

 

Call or text us at 631-606-0444 for availability or email by clicking below.

LUNCH & LEARN:
HOW TO PRESERVE YOUR FAMILY'S TANGIBLE & INTANGIBLE WEALTH

This on-demand webinar allows you to learn about protecting the tangible and intangible assets of your family when it is most convenient for you. Wake up a little bit early with a pot of coffee, or take a 45-minute lunch break and check out this educational webinar designed to help empower you to make the best decisions for your family legacy.

REGISTRATION INFO COMING SOON...

Online Meeting