Financial Literacy Workshop - Preserving Your Wealth & Estate

Everyday we are flooded with information. This group is to help you look at the total picture - a holistic approach to personal finance.

Estate planning is often forgotten until someone is late in their years. But preserving our wealth is just as important as growing our wealth, and it requires thoughtful, informed decisions too. In this workshop, you will learn:

• Steps to begin preserving your hard work - your Estate.
• Strategies to transfer and preserve your wealth.
• How to ensure your last wishes are prepared and carried out.