Wealth & Legacy: Smart Estate Planning and Tax Strategies

Join us for a comprehensive estate planning seminar on November 13th at 6:30 PM at the Great Oaks Country Club. Whether you're planning your estate or updating an existing plan, understanding how to protect your assets and provide for your loved ones is essential. Learn key strategies to help you navigate probate, minimize taxes, and create a lasting legacy.

First Name *

Last Name *

Phone *

Email *

Age Range *

30-40

41-50

51-60

61-70

71+

Do you currently have a Will and/or Living Trust? *

Yes

No

What is your knowledge regarding Wills and Trusts? *

1

2

3

4

5

Will you be attending with a spouse, partner, or friend? *

Yes

No

Name of individual attending with you (enter N/A if attending solo) *

I agree to terms & conditions provided by Retire101, a Divergent Financial Group Corp entity. By providing my phone number, I agree to receive text messages regarding the financial educational class I am registering for.