Join us for an informative (and actually enjoyable!) conversation around estate planning—designed with a goal to help you better prepare your family, your assets, and your future.

This session will be hosted in our conference room by:

Matthew Wiley, Esq.– Estate Planning Attorney, Wiley Law, LLC
Jessica LaChance– Financial Advisor, DiMatteo Group Financial Services Inc.

We’ll cover key topics in a clear, practical way, including:

• Wills vs. Trusts—what you really need
• How to help safeguard your assets and loved ones
• Essential documents everyone should have in place
• Planning for taxes, business interests, and the unexpected
  
  

Whether you already have a plan in place or haven’t started yet, you’ll walk away with valuable insights and next steps.

Feel free to bring a friend or family member—or pass this along to anyone who might find it helpful. The more, the merrier!

Spots are limited.

We’d love to have you join us!