Please Join Us on November 15th...

An In-Person Workshop for Informed and Confident Aging

Are you prepared for the next chapter of life — financially, legally, and personally?
Join Attorney Denise A. Lettau, Financial Advisor Patrick McNicholas and Insurance Agent, Claudia Edwards for a practical and empowering workshop designed to help you navigate “the road ahead” with clarity and peace of mind.

This engaging group session will walk you through the essential steps of planning for your retirement years — from understanding Medicare and long-term care options to creating a legacy plan that protects what matters most.

What You’ll Learn:
✅ How to coordinate your retirement income and Medicare decisions
✅ The truth about long-term care costs and coverage
✅ Why estate and legacy planning are crucial to protect your family and preserve your values
✅ Key legal documents every adult should have in place
✅ Practical steps to make your plan easy to update and manage

Who Should Attend:

• Adults nearing or in retirement

• Adult children helping parents with planning

• Anyone who wants to take control of their future and create peace of mind for their loved ones

Format:

• 2-hour live workshop

• Interactive Q&A

You’ll leave with:
A practical next steps, and a renewed sense of confidence about your financial, medical, and legacy future.

For more information and the registration link here.