FINANCIAL WELLNESS WORKSHOP: LIFE INSURANCE, WILLS, AND ESTATE PLANNING

Date and Time

Tuesday Mar 18, 2025
6:00 PM - 8:00 PM EDT

Tuesday, March 18th
6:00PM

Location

The Cottage by Monarch
120 Greenhill Ave
Wilmington, DE 19805

Fees/Admission

$10

Website

https://www.eventbrite.com/e/financial-wellness-workshop-life-insurance-wills-and-estate-planning-tickets-1255153250159?aff=oddtdtcreator

Contact Information

Devin Johnson Carroll
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Financial Wellness Workshop

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Description

Secure Your Future & Protect Your Legacy!

Join us at The Cottage by Monarch for a Financial Wellness Workshop on March 18 at 6:00 PM, featuring Brenda Holsey, Financial Services Professional with New York Life Insurance Company.

Brenda will break down the essentials of a well-rounded financial plan, starting with Life Insurance, moving into Investing, and closing with Wealth Management & Transfer.

Life Insurance: Understand your options (Term, Whole, ULI, Final Expense & More)
Investing: Building a financial foundation for long-term security
Wealth Management & Transfer: Why you need a will, trust, and power of attorney

Where The Cottage by Monarch | 120 Greenhill Ave, Wilmington, DE 19805
When March 18 | 6:00 PM
Cost Free for Members | $10 Contribution for Non-Members

Don’t miss this opportunity to gain financial clarity, protect your assets, and build generational wealth!

RSVP now!