Practical literacy
Want to attend virtually, here is the link:
https://stan.store/WHVEmpireMgmt/p/familywealthseriesvirtual
or scan the QR code on the event cover
Join us for a free, educational workshop designed to help individuals and families in Wisconsin better understand important life planning topics. This session will explore key concepts related to family preparedness and legacy planning in a clear, approachable way.
In this Family Wealth Literacy Series, we’ll break down the essentials of:
• Life Insurance: What type you need and how much
• Wills: How to create one that’s legally valid in Wisconsin
• Trusts: The benefits of setting up a revocable or irrevocable trust
• Estate Planning: Key documents like powers of attorney and healthcare directives
You’ll receive a guided workbook, real-life scenarios, and step-by-step support to begin creating or updating your personal wealth protection plan.
Who should attend?
• Parents
• Caregivers
• Homeowners
• Business owners
• Anyone who wants to leave a legacy and avoid the probate process
Participants will receive a free workbook to follow along and take home.
No products or services will be sold—this is strictly an educational event.
Cost: FREE (but space is limited—RSVP required)
Workbook Included
Register Now:
https://stan.store/WHVEmpireMgmt
For more info, contact: Shannon Hutchins, email: management@
whvempireco.com/Rozlind
Davis, Parent Coordinator at Kilbourn Elementary: 414-393-4500
Protect your family. Plan your legacy. Start now.