Estate Planning Dinner Seminar

Estate Planning: All Set or Optimized?

Join Scott Nelson, financial planner and founder of Thrive Wealth Strategies, for a complimentary educational dinner at Mission Oak in Newburyport.

Many families have wills, beneficiary designations, and perhaps a trust in place. But as your family, finances, and priorities change, are all the pieces of your estate plan still working together?

Throughout the evening, we’ll follow a hypothetical family through different stages of life and explore how estate planning can connect with retirement, taxes, beneficiaries, children, grandchildren, and long-term family goals.

This is designed to be an approachable, educational conversation without the legal jargon.

Wednesday, September 30 at 6:00 PM
Mission Oak | Newburyport, MA
Complimentary Dinner

Space is limited. Registration is required.

Reserve your seat: https://missionoakseminar.netlify.app/

Educational seminar. Not legal or tax advice.