Sign Up for Our Pie, Learn, and Plan Workshop
Pie, Learn, & Plan
Are you ready to enjoy some delicious pies and learn more about navigating through estate planning topics?
Join us for our comprehensive Pie, Learn, & Plan workshops. There’s limited dates and spots available, so signup quickly! All workshops will be held at 6PM at our Pewaukee office at N27 W23953 Paul Road Suite 107, Pewaukee, WI 53072.
During these seminars, we will have a serious yet informal discussion of estate planning, special needs disability considerations, asset protection, and Medicare law changes.
While it might seem like an unusual combination, Pie, Learn & Plan serves a delectable blend of financial wisdom and comfort food for thought. Everyone interested in these topics is welcome to attend.
Additional dates will be held on 9/26 @ 6PM, 10/24 @ 6PM, 11/21 @ 6PM, 12/19 @ 6 PM, and 1/16 @ 6PM.
Estate Planning Workshop
At the heart of the Pie, Learn & Plan lies the cornerstone of a secure future: estate planning. We will discuss how estate planning can help you arrange your assets to ensure your loved ones are cared for when you’re no longer around.
We’ll examine the importance of wills, trusts, and guardianship arrangements. These legal tools can help make sure that your wishes are carried out.
Disability Planning for Special Needs
For families with disabled members, estate planning can be more complex. During Pie, Learn & Plan, we’ll devote ample time to addressing the unique challenges faced by individuals with special needs and their caregivers.
From establishing special needs trusts to navigating government benefit programs, you can gain insights into how to secure the financial future of your loved ones with disabilities.
As you enjoy your pie, we will explore strategies to protect your hard-earned assets from unexpected issues. Whether discussing trusts, LLCs, family-limited partnerships, or retirement accounts, our workshop will help you understand what is needed to shield your assets from potential risks.
We’ll take a deeper look into asset protection, focusing on strategies that protect your assets from lawsuits, creditors, and economic downturns.
Medicare Law Changes
The landscape of healthcare and insurance is ever-evolving, which can affect your estate plans. For that reason, we will spotlight recent Medicare law changes, ensuring you are up to date with the latest adjustments.
Join us as we break down complex legal terms so that you can better understand how these changes might impact your health coverage, retirement plans, and estate plans.
Learn About the Importance of Your Future Plans
At the end of Pie, Learn & Plan, you will leave with a newfound appreciation for estate planning. While these two topics may seem unrelated, they underscore an important lesson. Just as a pie requires careful preparation to achieve its desired taste and consistency, your financial future requires thoughtful planning to ensure the desired outcome.
By helping you craft a comprehensive estate plan, address special needs concerns, protect your assets, and stay informed about healthcare law changes, you can enjoy a little bit of security and confidence in every slice of your life.
If you would like to learn more about Pie, Learn & Pie, please call 262-347-2820 or email at email@example.com.
Hurry, space is limited!