One of the greatest gifts you can leave your family is not money—it’s clarity.

Join Everest Retirement Planners and special guest Charles R. Riney, Jr., J.D., L.L.M., Estate Planning Attorney*, for an educational workshop designed to help families navigate one of the most important, yet often postponed, conversations of their lives.

Savvy Generational Planning: 6 Steps to Legacy Planning for the Generations will explore practical strategies for organizing your affairs, communicating your wishes, protecting your loved ones, and creating a legacy that extends far beyond financial assets.

Many families avoid discussing legacy planning because it can feel uncomfortable. Some worry that talking about aging, incapacity, or death somehow invites it. Others simply don't know where to begin. Unfortunately, delaying these conversations often leaves loved ones facing confusion, conflict, unnecessary expenses, and emotional stress during an already difficult time.

During this presentation, you'll learn:

• The 6 key steps to effective legacy and generational planning
• How to communicate your wishes with family members before a crisis occurs
• Common estate planning mistakes families make and how to avoid them
• Strategies to help preserve family harmony and navigate uncertainty
• The role wills, trusts, powers of attorney, and beneficiary designations play in your overall plan
• Ways to pass along your values, wisdom, and life lessons—not just your assets

At Everest Retirement Planners, we believe retirement planning is about much more than investments. Legacy Planning is one of the key pillars of our Tenzing FORMula™, our comprehensive approach to helping families navigate retirement with confidence and purpose.

Date: Tuesday, July 7
Times: 12:00 PM–1:00 PM or 6:00 PM–7:00 PM
Location: Live via Zoom
Link: https://us02web.zoom.us/j/5967261944 (cut & paste into web browser or click HERE at the appropriate time)
Call the office at 704.708.5001 if you have any problems or questions.

Don't leave your family guessing. Join us and take the first step toward creating a clear and meaningful legacy for the generations you love.

*Charles R. Riney, Jr., J.D., L.L.M., Estate Planning Attorney, is not affiliated with Everest Retirement Planners or USA Financial Securities. Bill Romeo and the professionals at Everest Retirement Planners are not attorneys. For specific estate planning advice or services, please consult a qualified estate planning attorney.