Raising a family means balancing today’s needs with tomorrow’s uncertainties. That’s why we teamed up with The Parents Estate Planning Law Firm to host a webinar on the key steps young families can take to build financial security and peace of mind.
In this one-hour session, Lianna Deprey of Wingate Wealth Advisors and estate planning attorney David Feakes share practical strategies on:
✅ Protecting your family with insurance
✅ Saving for emergencies and education
✅ Building a retirement strategy that starts today
✅ The must-have estate planning documents every parent needs
✅ How to name guardians for your children
Every family’s situation is unique. If watching this raises questions about your own plan, we offer complimentary consultations and are here to help. Schedule a time with one of our advisors today.
