New Service Spotlight: Wills, Trusts & Your Legacy Plan Seminar

Wills, Trusts & Your Legacy Plan Estate planning doesn't have to be complicated—or expensive. During this special event, you'll learn how to protect your assets, make your wishes known, and leave a legacy with confidence. We'll introduce our new estate planning service through Wealth.com, a secure and easy-to-use platform that allows you to create your will, trust, power of attorney, and health care directive—all in one place. This seminar is ideal for those who want to: Understand the difference between wills and trusts Create or update their estate plan with ease Avoid costly legal fees and future family conflict Complete their plan from the comfort of home Learn how this new service works alongside your financial plan Whether you’re starting from scratch or updating an old plan, you’ll leave this event informed, supported, and ready to take the next step.