Taking Control of Your Legacy: An Empowering Workshop with Jody Giles | November 15

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Wednesday, November 15, 2023 — 6:00 pm

As the saying goes, “leave a legacy, not a mess.” With life’s unpredictability, it’s essential to ensure our wishes are known and that our loved ones face the future with clarity and peace. Join us at The Ebell for a deep dive into the “Missing Pieces Plan,” a comprehensive guide created by a seasoned CPA and CFP. Beyond traditional financial planning, this unique workshop addresses unseen gaps, ensuring a seamless transition for our loved ones.

Why attend the workshop?

Clarity: Learn to document your wishes effectively.
Expertise: Benefit from over 20 years of Jody Giles’ financial and life insights.
Exclusive Offer: FREE workbook for the first 20 attendees who register.
Refreshments: Light refreshments will be served.

Embrace the present while safeguarding the future, and achieve lasting peace of mind.