Workshops & Webinars

Dates: Tuesday, May 27th @ 6:00pm – 7:30pm OR Thursday, May 29th @ 6:00pm – 7:30pm


Where: Clark State College, Greene Center, 3775 Pentagon Boulevard, Beavercreek, OH 45431


Topic:  WHAT YOU NEED TO KNOW ABOUT “WILL AWARENESS” IN 2025

If you’re among the people who are on the fence about a will, the best way to make smart decisions for your situation is to be armed with the facts.

If you’ve got a family, a home and any kind of financial account, having a will in place may be beneficial to you and your heirs. When done properly, a will can help individuals resolve everything from designating a guardian for children, to passing on a family-owned small business, and mitigating any intra-family conflicts.

We know family changes like marriage, divorce, births and deaths are all but guaranteed. These life events can render a will obsolete and unaligned to your wishes, can prove problematic if not updated.

Please Join us for this complimentary informational seminar at Clark State College, Greene Center. We will discuss how to create a solid life after work plan.

Seating is limited, so sign up today!

Did you know?

• 64% of Americans say having a will is important, fewer than 32% have one.
• Only 43% of those age 55 or older have a will or living trust.
• 43% of U.S. adults blame procrastination as the most common barrier to estate planning.

We will be discussing:

• Do’s and don’ts for transferring your assets (including your home or farm to your children)
• The benefits of avoiding probate for your family
• Protection from unexpected nursing home costs without nursing home insurance
• How to reduce or eliminate many forms of taxation
• The importance of having the right legal documents at the right time

If there’s a common unaddressed problem in the financial plans of many adults of all income levels, it’s what to do about their assets when they’re gone. 50% of all Americans will die without a will and 76% of Americans do not have an up-to-date will.

Registration at 5:30pm. Event starts promptly at 6:00pm! Spouses are encouraged to attend!

Seating is limited!