Wine, Wealth, and Wills!

Presented by...

Summation Wealth Group

The Law Offices of Shannon J. Marino

Join Us!

Start the New Year off right and join us for an empowering educational seminar on Estate and Financial planning. Gain valuable insight and practical tips to use as we ring in the New Year, including:

What an Estate Plan is and why it's important for all families, not just the super wealthy.
What your Estate Plan MUST include to keep your family out of the probate court and how to make it as easy as possible for your family after you pass.
What a Financial Plan actually covers and why extended longevity has made the investment-only strategy incomplete.
Reviewing a Financial Planning philosophy so that you can mitigate risks that can challenge your financial security.

AND...let's make it fun with a FREE wine tasting and charcuterie selection.

The Schoolhouse at Mainstreet - Parker

19650 Mainstreet

Parker, CO 80138

Thursday, February 1, 6:00pm - 7:30pm

Complete The Form below to secure your spot

FREE BONUS: Digital Copy of The Best-Selling Book on Legal Planning for Parents, Wear Clean Underwear

Join Us!

Wine, Wealth, and Wills!

Start the New Year off right and join us for an empowering educational seminar on Estate and Financial planning. Gain valuable insight and practical tips to use as we ring in the New Year, including:

What an Estate Plan is and why it's important for all families, not just the super wealthy.
What your Estate Plan MUST include to keep your family out of the probate court and how to make it as easy as possible for your family after you pass.
What a Financial Plan actually covers and why extended longevity has made the investment-only strategy incomplete.
Reviewing a Financial Planning philosophy so that you can mitigate risks that can challenge your financial security.

AND...let's make it fun with a FREE wine tasting and charcuterie selection.

The Schoolhouse at Mainstreet - Parker

19650 Mainstreet

Parker, CO 80138

Thursday, February 1, 6:00pm - 7:30pm

Complete The Form below to secure your spot

FREE BONUS: Digital Copy of The Best-Selling Book on Legal Planning for Parents, Wear Clean Underwear

If you're ready to learn more about financial and estate planning strategies in a fun and enjoyable way, please join us!

What You'll Learn

Legal

Attorney Shannon Marino, with The Marino Law Firm, will educate you on useful estate planning tools you can use to get your assets and your loved ones protected.

Don't fail your loved ones

fAIL

Even if you've created an estate and financial plan, it may not work when your family needs it. See exactly why most plans fail and how you can put in place a plan for peace. Because your family deserves it.

Financial

Certified Financial Planner Mike Wechter, with Summation Wealth Group, will provide helpful tips on how to ensure your family is financially secure during all stages of life.

Disclaimer - This presentation is entirely free. We encourage you to stay until the end to hear about the solutions we offer to protect your loved ones if and when something should happen to you.