Wreaths, Wine, Wills, & Wealth

Description

Why Attend? As the year winds down, it is the perfect time to reflect on how we can give the greatest gift of all: peace of mind. Local business owners, Malini Ganvir, Esq. of Ganvir Law and Autumn Sowders, CFP of Crescendo Financial Group will guide you through simple steps you can take to protect your loved ones and ensure their future security. Whether it is updating your will, planning your estate, or making savvy financial moves, you will walk away with actionable insights that make planning feel like a true act of love. If you want to protect your assets or are interested in improving your finances, you don not want to miss this, no matter what stage of life you find yourself in today!

This event is designed to be fun, relaxing, and informative, because planning for the future does not have to be daunting. Come unwind, create, and prepare for the holidays with a meaningful, lasting gift for those you love most. Spaces are limited, so do not miss this unique chance to celebrate the season while securing your family's future. RSVP today and give yourself the gift of confidence.

During this Seminar You Will Learn:

Exclusive Year-End Financial Insights: Discover what you can do before year end to ensure your plans are in place for the future, including how to take advantage of annual gifting and what you can do to maximize recent market activity with tax harvesting. 

Estate Planning: Learn the essentials of estate planning, how to avoid probate, options for asset protection, and common misconceptions about what makes a complete estate plan. 

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. 2023 Raymond James Financial Services, Inc., member FINRA/SIPC. Crescendo Financial Group is not a registered broker/dealer. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James is not affiliated with the organization mentioned. 23-BDMKT-5965 JPR 4/23