Retirement Planning for Different Life Stages
Aug 7, 2025 – Aug 7, 2025
You’ve been meaning to get your estate plan done, but life keeps getting in the way. Without a proper plan, Massachusetts could take a huge bite (OVER 160K) out of your life savings. Your family could be stuck in probate court, drowning in legal fees, or worse - fighting each other because nothing was clear.
That is why we are providing a complimentary workshop designed to fix that in just 60 minutes. You will learn about estate planning in plain English - a roadmap tailored for busy, moderate to high-net-worth families. No legal jargon, no pressure, just real steps to secure your family's future.
In this session, you’ll discover:
- Estate planning tactics that could save six figures and protect your savings from taxes, lawsuits, and nursing home costs.
- How to avoid probate court (and months of stress for your family)
- Next steps to get your personalized estate plan started
Bonuses Just for Attending (Over $1,000 in Value):
- $500 off your custom estate plan
- Strategic Planning Session fee waived ($450 value)
- Bring a friend and get an additional $150 off your plan
- The Procrastinator’s Guide to Estate Planning ($29 value)
