Waverly Advisors, LLC Facebook ad: “Join Us for a Free Estate Planning Event”

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Meta Ad Library ID

2236279643847993

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Facebook, Instagram and Audience Network

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0

Niche

Food & Beverage

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Ad text

Complimentary Estate Planning Event – Limited Seating Do you have a plan in place to protect your family, your wishes, and your wealth? Join Jeffrey Mueller, CPA, PFS™, Partner, Wealth Advisor, and Sean Lacey, CFP®, CIMA®, CRPC™, Wealth Advisor, of Waverly Advisors, LLC, for an educational event focused on estate planning and long-term financial organization. Jeff has worked with individuals and families in the Canon City community for more than 50 years, helping them think through important financial decisions and plan across generations. Together with Sean, they will walk through key estate planning considerations that are often overlooked or misunderstood. During the event, you’ll gain clarity on: • Wills vs. Trusts and how they fit into a broader plan • Powers of Attorney and healthcare directives • How to navigate or potentially avoid probate • Coordinating your estate plan with retirement accounts and beneficiaries • Key tax considerations, planning opportunities, and more • An extended Q&A session where you can ask questions related to your personal financial and estate planning considerations Whether you're just getting started or revisiting your current plan, this event is designed to help you take more informed next steps. WHEN: Thursday, June 11 4:30 PM WHERE: Fremont Center for the Arts 523 Main Street, Canon City, CO ➡️ Seats are limited. Reserve yours today. #estateplanning #EstatePlanning #retirement #TaxPlanning #financialplanning #fiduciary #Investing #wealthmanagement #waverlyadvisors #willsandtrusts #WillsAndTrusts

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Join Us for a Free Estate Planning Event