Secure Your Future While You Sip & Snack!
Join Us for an Exclusive Estate Planning Workshop
Planning for the future doesn’t have to be overwhelming!
Join us for Sips, Snacks & Secure Your Legacy, a FREE educational workshop where you’ll gain valuable insights into estate planning and long-term care strategies—all while enjoying delicious appetizers from Babe’s at Harbor Point.
Monday, April 21st
5:00pm – 7:00pm
Deerfield Place
1 Patriot Circle
Utica NY, 13502
Presented by
Briana Moriarty, Estate Planning Law Center
What You’ll Learn:
✔️ What legal documents do you need?
✔️ Who will be in control when you’re not?
✔️ Are your assets truly protected?
✔️ What are your long-term care options?
✔️ Will your estate plan work when you need it most?
Who Should Attend?
This workshop is perfect for:
- Individuals approaching retirement
- Parents planning for their family’s future
- Those with significant assets or business owners
- Individuals with blended families
- Anyone with health concerns or aging family members
Why Estate Planning is Essential
Many people assume estate planning is only for the wealthy, but the truth is, everyone needs a solid plan to ensure their wishes are honored. Without the right legal documents, your family may face unnecessary stress, financial burdens, and legal hurdles. This workshop will help you avoid common mistakes and create a strategy that protects you and your loved ones.
What to Expect at the Event
- A relaxed, informative session led by an experienced estate planning professional
- Practical guidance on securing your assets and protecting your legacy
- A chance to ask questions and get personalized insights
- Delicious appetizers provided by Babe’s at Harbor Point
