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may 2024

08may11:00 amAsset Protection 101 - 5.8 Event

senior couple going over their finances together

Event Details

Find Security For Your Future And Your Family

Where: East Ridge at Cutler Bay
When: Wednesday, May 8 | 11:00 a.m.

Do you have a plan for protecting assets, and more importantly, your family?

Join us for a delicious lunch and enlightening insights from a true expert. Learn about how important documents like a will and trust can ensure your assets are safe and your family is secure. Our special guest, Martha Mendez, partner of Feinstein & Mendez, P.A., in Coral Gables, is an expert at family finances. She’ll share insight into estate planning tools and
planning, including:

  • How a will and a trust work to safeguard your future, and how they’re different
  • Finding the right trust to reach your personal and financial goals

All guests will be entered to win a special prize!

An RSVP is required and must be confirmed in order to attend.

 

RSVP

Time

(Wednesday) 11:00 am

Location

East Ridge at Cutler Bay

19301 SW 87th Avenue | Cutler Bay, FL 33157

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