FREE Estate Planning Seminars | Fridays

NEW SEMINAR SERIES VIA ZOOM, BY SPEAKER SHERRI M. STINSON, P.A.
What if…you or a loved one become incapacitated and can no longer take care of yourself or your affairs?  What if…you haven’t done a will and accidentally disinherit a loved one?  What if this happens…and there isn’t a plan? Protect your assets!

Click for Educational Series Flyer

SEMINAR TOPICS.  Take one or take them all!

  • Estate Planning Basics and what your estate plan should include and why
  • Wills, Trusts & Probate and which should you have
  • Powers of Attorney and why they are so important to your planning
  • Insurance Life, short-term, long-term and disability
  • Funeral Planning and why doing this is easier than having your family do it

COST:   Free

TIME: Fridays, 9 – 10:30 am

TOPICS: A different topic each week (see below) and an overview of all sessions on 12/11/2020.  Attend them all!

October 9: Estate Planning Basics
October 16: Myths about Retirement Planning
October 23: Retirement Planning (Guest Speaker, Gary Coughlin)
October 30: Funeral Planning
November 6: Insurance Overview
November 13: TBD
December 4: Estate Planning Basics
December 11: Bonus Seminar – Overview of All Topics

                 See Seminar Flyer for more information

WHERE:  All FREE seminars will be held via Zoom.

REGISTRATION:  RSVP required for attendance.  Seats are limited. Call  727.308.5198 and reserve your spot today!