Coffee Talk: Legacy Planning – Leaving a Lasting Impact
Presented by Fullerton Financial Planning
Join us for a relaxed and enriching hour designed to help you think beyond retirement and toward the legacy you’ll leave behind.
Over coffee and light refreshments, we’ll explore thoughtful strategies to create a lasting impact through your financial plan. Our discussion will include:
☕ Understanding the role of wills, trusts, and power of attorney
☕ Strategies to protect your assets and honor your wishes
☕ Practical tips to help avoid probate and reduce family stress
☕ Live Q&A with Estate Planner Cindy Montana
Whether you're already retired or planning ahead, this session is filled with insights to help you build not just financial stability—but a legacy with purpose and clarity.
Event Details:
🗓 Date: Wednesday, May 21, 2025
🕙 Time: 10:00 AM – 11:00 AM
📍 Location: Fullerton Financial Planning Corporate Office
14155 N 83rd Ave, Suite 144, Peoria, AZ
✨ RSVP today to reserve your spot—we’d love to see you there!