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Protect Wealth. Preserve Legacy.
An educational class on retirement and estate planning.
June 9 at 6 p.m. | 40900 Woodward Ave, Bloomfield Hills, MI 48304
Attendees who schedule a custom planning session will receive a Durable Power of Attorney or a Healthcare Power of Attorney at no cost.
Protecting Wealth. Preserving Legacy.
Featuring Financial Advisor Will Hubbard, CFA
Time and Location:
June 9 | 6 p.m. to 7 p.m. | 40900 Woodward Ave, Bloomfield Hills, MI 48304
What This Class is About
This class covers the key decisions involved in protecting wealth during your lifetime and preparing for what happens to it after you're gone. It helps attendees understand how retirement and estate planning work together, how to prepare for unexpected events, and how to take practical steps to protect assets and carry out your wishes.
Designed for:
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People nearing retirement or already retired
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Families who want to protect their assets
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Those focused on building clear retirement and estate plans
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Individuals/households prepring for the unexpected
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Those needing an explanation of what happens to assets once gone
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Helping clarify the connection between financial plans and estate plans
If you’ve ever wondered,
“Am I prepared? Will my family be ok?”
This class is for you.
What This Class Is, And What It Is Not
This is an educational event focused on increasing your
understanding of retirement readiness and estate planning.
It is not a sales presentation.
There is no obligation to work with us.
Our goal is simple: provide clarity.
Who Is This Class Designed For
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