In Person | Free Workshop | Planning with Purpose: Estate & Financial Planning
Hosted at Koelbel Library in Centennial, CO
full details at bottom of this page
Planning with Purpose: Protecting Your Family and Your Future
Join us for an in-person educational event focused on securing what matters most. Creating a strong plan for your family involves both thoughtful estate planning and sound financial strategy.
At this event, estate planning attorney David J. Rolla of The Rains Law Firm and Senior Investment Advisor Troy Reeder of ATLAS Lifestyle Planning Group will walk through the key steps families can take to organize their affairs, protect what they’ve built, and plan confidently for the future.
You’ll gain practical insights into how estate planning and financial planning work together to help families prepare for life’s expected and unexpected transitions.
What You’ll Gain
- Understand the basics of trusts, wills, and beneficiary designations
- Learn how to plan for your family’s future with clarity
- Opportunity to ask questions in a relaxed, informal setting
Who Can Benefit from Estate Planning
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Estate planning isn’t just for the ultra-wealthy. Many families benefit from having a thoughtful plan in place, especially if you: • Own a home, savings, or investments you’d like to protect or pass on |
Registration
We look forward to seeing you and helping you take the next step toward confident estate planning!
Please reserve your seat at least 24 hours prior to the event using the link above.
Consultation Opportunity
Attendees will have the opportunity to schedule a complimentary consultation with The Rains Law Firm following the event to discuss their specific planning goals and questions.
Please note that attending this event does not create an attorney client relationship.
By registering for this event, you agree that The Rains Law Firm may follow up after the session to share additional educational resources or continue the conversation about topics covered in the presentation. Your information will remain confidential and will not be shared.