Agenda
🕑: 12:30 PM - 01:00 PM
Check-In & Welcome Refreshments
Info: Attendees will have the opportunity to arrive, register, enjoy light refreshments, and connect with our team before the seminar begins.
🕑: 01:00 PM - 02:15 PM
Estate Planning
Host: Aurelio Garza
Info: An estate planning presentation covering essential tools and strategies to help protect your assets, plan for the future, and provide peace of mind for you and your loved ones.
🕑: 02:15 PM - 02:30 PM
Financial Planning Considerations
Host: David Gillie
Info: An overview of how thoughtful financial planning can support and strengthen your estate plan, helping ensure your assets are protected and your wishes are carried out.
🕑: 02:30 PM - 03:00 PM
Q&A – We want to hear from you!
Info: An open session for attendees to ask questions, share thoughts, and get personalized guidance from our team.
Event Venue & Nearby Stays
Hampton Inn & Suites McAllen, 10 West Expressway 83, McAllen, United States
USD 0.00
