Is your estate properly protected? Do you have a will or trust? Are your wealth and health scheduled to be handled according to your wishes?

Join us for an informative and engaging Beneficiary Workshop, where you and your beneficiaries can learn and grow together!

Why should your beneficiary join you for this workshop?

• Give them a clearer understanding of their role and responsibilities as a beneficiary.
• Keep them informed about the benefits they're eligible for and how to access them.
• Help them develop the skills and confidence to make informed decisions about their financial future.
• Have a collaborative and supportive conversation about your goals and aspirations.
• Align them with your long-term vision and create a shared plan for success.

RSVP you and your beneficiary for this workshop by May 13th! When registering, please leave the name and email address of your beneficiary in the "message" box.

If the event is full, please call (503) 286-3549 to join the waiting list.