Presented by...
Dana Rieder, Rieder Law, PC
Carli Smith, CFP®
Presented by...
Dana Rieder, Rieder Law, PC
Carli Smith, CFP®
Join Us Live!
Wine, Wealth, and Wills
Wednesday, June 8, 5:30pm - 7:00pm
Join Attorney Dana Rieder and Carli Smith, CFP® Financial Planner to learn about the basic estate planning needs for you as an individual or for your family to keep your family out of court an out of conflict. Dana will also be providing clean crafted wines from Scout and Cellar.
- Why you need an updated, properly guided estate plan, especially if you aren't rich, and what your plan must include.
- How often your Will or Trust needs to be reviewed to ensure your plan works when your family needs it, and doesn't just become a pile of useless and expensive paper.
- What insurance you need and why.
Fuse Work Space
14425 Falcon Head Blvd.
Building E, Suite 100
Austin, TX 78738
Enter your info below to secure your spot
FREE BONUS: The Best-Selling Book on Legal Planning for Parents, Wear Clean Underwear
Join Us Live!
Wine, Wealth, and Wills
Wednesday, June 8
5:30pm - 7:00pm
Join Attorney Dana Rieder and a Financial Planner to learn about the basic estate planning needs for you as an individual or for your family to keep your family out of court an out of conflict. Dana will also be providing clean crafted wines from Scout and Cellar.
- Why you need an updated, properly guided estate plan, especially if you aren't rich, and what your plan must include.
- How often your Will or Trust needs to be reviewed to ensure your plan works when your family needs it, and doesn't just become a pile of useless and expensive paper.
- What insurance you need and why.
Fuse Work Space
14425 Falcon Head Blvd.
Building E, Suite 100
Austin, TX 78738
Enter your info below to secure your spot
FREE BONUS: The Best-Selling Book on Legal Planning for Parents, Wear Clean Underwear
Got questions about estate planning for your family?
What You'll Learn...
Will trust or ?
What do you really need to keep your family out of court and out of conflict when something happens to you? We'll cover all of it in detail, including the 3 biggest fears most people have when it comes to estate planning.
Don't fail your loved ones
fAIL
Even if you've created a plan, it may not work when your family needs it. Meet the "Bliss Family" and see exactly why most plans fail and how you can put in place a plan for peace. Because your family deserves it.
what it costs
Most people wonder what estate planning should cost and whether they even need one. We'll guide you to know what it should cost, and also describe our estate planning process so you know your options.
Disclaimer - This presentation is entirely free. We encourage you to stay until the end to hear about the solutions we offer to protect your loved ones if and when something should happen to you.
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