Family Wealth Literacy Series Workshop

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.