Organize Now, Relax Later: Estate & Financial Planning Seminar

Join Trust & Estate attorney Veronica McIlraith and Certified Financial Planner™ Chris McIlraith for a practical seminar designed to help you take control of your future.

In this session, you’ll learn how estate planning and financial planning work hand in hand to provide peace of mind for you and your loved ones.

• Estate Planning (Veronica): Understand the essential documents everyone should have—wills, trusts, powers of attorney, and health care directives. Learn how to avoid common mistakes, minimize stress for your family, and ensure your wishes are honored.

   

• Financial Planning (Chris): Explore how to align your financial goals with your estate plan, maximize what you’ve already built, and create a roadmap for long-term security. Chris will share strategies for retirement, investments, and tax efficiency that support your bigger life objectives.

You’ll walk away with a clear sense of what steps to take now so you can enjoy life later—organized, confident, and prepared!

Please register below.