July 15, 2026

About This Event

Join us for a thoughtful exploration of estate planning — what it encompasses and why it matters regardless of your net worth. We'll cover the fundamentals of wills, trusts, powers of attorney, and how to think strategically about who manages your legacy and how your values are communicated to the next generation.

This isn't a sales pitch or a product presentation. It's a real conversation about real questions — hosted by our team for clients and guests who want to learn.

Light refreshments will be provided. Seating is limited.