Pints and Planning: Your Luckiest Estate Planning Event Ever!
Every Pot of Gold Needs a Roadmap… Learn the Steps to Protect Your Family and Assets, So That You Leave Behind a Legacy Instead of a Mess!
Event Details You Can't Miss:
March 13th, 2024
5:00 pm – 6:30 pm
Location:
Mulligans Café & Bar
3500 McCaw Ave
Santa Barbara, CA
🍀 Grab a Pint & Plan Wisely for the Future 🍀
Ready for a St. Patrick’s Day with a twist? Forget searching for four-leaf clovers; we’re bringing you something far more valuable. Join us for “Pints and Planning,” where estate planning meets Irish cheer! Let’s turn a topic you might have been avoiding into an empowering and enjoyable experience.
🍺 Free Beer & Vital Knowledge: A Perfect Pairing 🍺
Why stick to just luck this St. Patrick’s Day when you can also secure your family’s future? With a pint in hand, provided by us, we’ll dive into the essentials of estate planning in a setting that’s as enjoyable as it is informative.
Why This Event Is a Must-Attend:
- Engaging and Interactive: Open discussions in a relaxed environment.
- Irish Themed Refreshments: Enjoy complimentary beers and snacks with an Irish twist
- Empowerment Through Education: Leave with the knowledge and tools to protect your loved ones, no matter what happens
Estate planning might not be your usual pub topic, but we’re changing the game.
Here’s what you’ll learn at our “Pints and Planning” event:
- How to make sure what you worked hard for goes to the people you love.
- The legal tools every adult needs to protect their assets and wishes if something happens…and how to avoid common mistakes.
Advantages and disadvantages of wills, living trusts and more. - Why you should do everything possible to help your family avoid California Probate when you die.
- How to access the care you want and need as you age, while retaining complete control (and avoid going broke in a nursing home!)
- How to protect an inheritance for kids or grandkids…especially if you have vulnerable beneficiaries, you are in a blended family, or a second marriage.
Meet Your Presenter: Santa Barbara Attorney Julianna Malis
As an experienced estate planning attorney, (and fellow navigator of life’s complexities), Julianna has witnessed the peace of mind that comes with a well-crafted estate plan. She’s here to debunk the myths and clear the fog around estate planning with straightforward, actionable advice.
*📣 RSVP Now: Limited Spots for a Lucky Few 📣
Don’t rely on the luck of the Irish for your estate planning. Secure your spot now and take the first step towards peace of mind. Call 805.946.1550, email or fill out the form below to join us.
