NEWS RELEASE
For Immediate Release
Estate Planning 101: Protect Your Family and Secure Your Future
Workshop Series Helps Families Prepare, Protect, and Build Multi‑Generational Legacies
A new educational workshop series, Estate Planning 101: Protect Your Family and Secure Your Future, is launching this spring to help families get their financial “ducks in a row” and safeguard what they’ve worked so hard to build. The sessions are designed for anyone who wants to protect their loved ones, avoid unnecessary complications, and create a legacy that lasts for generations.
Most families don’t realize how quickly things can become complicated if the unexpected happens. Without proper planning, loved ones may face court involvement, frozen accounts, confusion, and significant stress during an already painful time. This workshop brings clarity to those risks — and offers practical steps to prevent them.
The series features two seasoned professionals:
- Norm Halverson, Financial Planner with Northwestern Mutual
- Mark Jacobson, Estate Planning Attorney with Suncoast Legacy and Estate Law
With decades of combined experience, Halverson and Jacobson will explain how legal and financial planning work together to protect families today while also shaping a long‑term legacy. Attendees will explore how thoughtful planning can create a multigenerational gift — one that supports children, grandchildren, and even future family members they may never meet. Imagine the impact of a well‑structured plan that continues to strengthen and uplift your family long after you’re gone.
Because estate planning isn’t just about documents.
It’s about peace of mind.
Light refreshments will be served. Guests are encouraged to arrive by 10:15 AM.
Event Hosts:
- ArchWell Health – February 28 & March 7
- Home‑Tech Air Conditioning and Appliance Repair – March 5
Registration Link:
https://www.eventbrite.com/o/florida-estate-financial-planning-workshops-120997151413
Registration is now open, and seating is limited.