About this Event
Planning with Purpose: Protecting Your Family and Your Future
Join us for an in-person educational event focused on securing what matters most. Creating a strong plan for your family involves both thoughtful estate planning and sound financial strategy.
At this event, estate planning attorney J. David Rolla of The Rains Law Firm and Senior Investment Advisor Troy Reeder of Atlas Navigators LLC will walk through the key steps families can take to organize their affairs, protect what they’ve built, and plan confidently for the future.
You’ll gain practical insights into how estate planning and financial planning work together to help families prepare for life’s expected and unexpected transitions.
Who Can Benefit from Planning
Estate and financial planning isn’t just for the ultra-wealthy. Many individuals and families benefit from having a thoughtful plan in place, especially if you:
• Own a home, savings, retirement accounts, or investments you want to manage wisely and eventually pass on
• Want to ensure your financial strategy, investments, and long-term goals are aligned with your overall estate plan
• Have children, dependents, or loved ones you help support and want to provide for over time
• Want to reduce taxes, protect assets, and make the most of the wealth you’ve worked hard to build
• Would like to ensure someone you trust can make financial or medical decisions if you’re ever unable to do so
• Want to minimize stress, uncertainty, and potential court involvement for your family
• Have specific wishes for how loved ones, pets, or charitable causes are supported
Event Venue & Nearby Stays
Koelbel Library (Arapahoe Libraries), 5955 South Holly Street, Centennial, United States
USD 0.00
