Register for our event!

Tuesday, June 9th

at 6:00 PM

4 Marina St.

Wrightsville Beach, NC 28480

UNDERSTANDING THE DIFFERENCES BETWEEN WILLS AND TRUST THROUGH ESTATE PLANNING

JOIN US

ONE NIGHT ONLY!

What you will learn:

• How to protect your IRAs and retirement plans which, over time, will likely grow to become the largest assets you leave behind.

• How to protect your beneficiaries from losing government claims & MEDICAL.

• Why a Will does not avoid costly and time-consumingProbate Court.

• If a living trust is the only document I need to handle my estate.

• How to avoid accidentally disinheriting your heirs.

• Why internet, do-it-yourself, and bargain-priced plans usually fail.

• Changes to Tax INCREASES in 2026

• New to the area and looking for a local financial advisor? We are here to help.

This event is now at FULL CAPACITY. You can register to be added to our waitlist.