Wine & Wills -- Tuesday, April 11

RSVP for Tuesday, April 11 @ 6 p.m.

Complimentary Wine Tasting & Hors d'oeuvres

This FREE presentation will cover:

  • Proper planning to protect your wealth and family & what should be included.
  • The difference between wills and trusts - and which is best for you
  • How to pass on more than just your assets and leave a true legacy.
  • How to grow and protect your assets while increasing financial consciousness.
  • How to help your family to transition through life’s changing times more efficiently


About the Presenter:

Power of Attorney, Business Funding, Alternative Business Funding
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Buy Sell Agreements, Power of Attorney, Business Planning, business protection, Business Insurance
By Tammy Silvas February 12, 2025
Think your business is fully protected by insurance? Many business owners are shocked to discover critical gaps in their coverage only after it's too late, potentially putting everything they've built at risk. Read more...
estate planning, power of attorney, wills, trusts, guardianship, probate, legacy, when to plan
By Tammy Silvas February 12, 2025
Want to give your loved ones a truly meaningful gift this Valentine's Day? Estate planning might not seem romantic, but it's one of the most profound expressions of love you can offer. Read more...
Power of attorney, contracts, managing costs, managing the bottom line, business trusts, buy sell
By Tammy Silvas February 6, 2025
Managing costs is crucial for business success, but many business owners overlook the legal and financial implications. Learn how proper planning and implementing cost control measures can protect your business while boosting your bottom line. Read more...
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