Learn how to secure your future with a glass of wine in hand, because GoFundMe won't cut it for estate planning!

Event Description

Too often, when people don’t plan, families are left scrambling—relying on donations, fundraisers, and goodwill during moments that should have been protected by preparation. GoFundMe is not estate planning.

A proper estate plan gives you control. It ensures what you’ve built goes to who you want, when you want, how you want—at the most reasonable cost. It also removes uncertainty, stress, and financial burden from the people you love.

Creating an estate plan requires making critical decisions about who will carry out your wishes and how your assets will be distributed. A successful plan is about clarity, control, and care—not crisis response.

At this event, you’ll hear directly from trusted professionals on how to plan proactively, avoid common mistakes, and protect your legacy long before it’s needed.

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Event Highlights

Expert Insights: Learn estate planning strategies from Jeffery Holmes, CFP®, and Shari Fleming, Esq., AEP®, CAP® through a guided, interview-style conversation.

Exclusive Networking: Connect with professionals and community members who value preparation, intention, and legacy.

Curated Wine Experience: Enjoy a selection of fine wines in the inviting atmosphere of Stem & Vine.

Practical Takeaways: Walk away with clear, actionable steps you can take now to protect your family and your assets.