Sip & Secure Your Financial Future: Wills, Trusts and Finances

Sip & Secure Your Future is an opportunity to take control of your future in a way that feels approachable, empowering, and enjoyable.

Estate planning can often feel overwhelming, confusing, or even intimidating—but it doesn’t have to be. We’ve created a welcoming, judgment-free space designed for real people with real questions. Whether you’re just getting started or you’ve been putting this off for years, this event will meet you where you are. No legal jargon. No pressure. Just clear, practical guidance you can actually understand and use.

Attorney Amanda Wright we’ll walk you through the essential building blocks of a strong estate plan—breaking down concepts like wills, trusts, and decision-making tools in a way that finally makes sense. You’ll leave not only with information, but with clarity, confidence, and a better sense of your next steps.

Bring your questions, your concerns, and even your “I’ve been meaning to do this for years” energy—we’re here for all of it. By the end of the evening, you’ll walk away feeling more informed, more prepared, and more empowered to secure your family’s future.

You’ll Learn:

✅Thoughtful strategies to plan for life’s biggest moments and confidently navigate your financial future

✅Practical tools to help you save for retirement, grow and protect your assets—even in uncertain markets—and build a lasting legacy

✅The fundamentals of wills, trusts, powers of attorney, and health care proxies—and why they matter more than you think

✅How to avoid probate, reduce stress for your loved ones, and protect yourself in the event of a financial or medical emergency

✅How to safeguard everything you’ve worked hard for and ensure it passes smoothly to the people you love

We’re also excited to welcome:

Guest Speaker: Mike Barry, Fidelity Investments

Presented in collaboration with Ameriprise Financial Services, LLC

&

Kristen Beyer Schulz
Financial Advisor
Ameriprise Financial Services, LLC

This is your chance to turn uncertainty into clarity—and to finally take that first (or next) step toward peace of mind. 👈

Read more about Legagy Gurus 💙

If you’d like to schedule a quick call to learn more, you can do so

Event Venue & Nearby Stays

Marble Ridge Winery, 271 Great Pond Road, North Andover, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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