Why Attend?
✔️ Sound Strategies: Discover the Three-Bucket Approach to managing your wealth effectively—striving to ensure stability, growth, and flexibility in your financial future.
✔️ Estate Planning Essentials: Learn how to safeguard your legacy, avoid probate, and protect your loved ones.
✔️ Tax-Smart Giving: Understand how to gift strategically to family and charities while maximizing tax benefits.
✔️ Actionable Insights: Walk away with practical steps you can implement immediately to strengthen your financial future.
Who Should Attend?
This workshop is perfect for individuals who:
✔️ Have built substantial wealth and want help ensuring it’s preserved and optimized
✔️ Want clarity on estate planning and legacy strategies
✔️ Are looking for smarter ways to manage their investments and withdrawals
✔️ Need guidance on tax-efficient giving strategies
✔️ Seek a specialized professional to help navigate the complexities of wealth management
Meet Your Host: Melissa Hampton, CFP®
With years of experience as a financial advisor, accountant, and educator, Melissa Hampton is dedicated to helping individuals take control of their wealth. As the founder of an independent wealth management firm, she brings a strategic and personalized approach to financial planning. Her own life experiences have shaped her passion for estate planning and wealth preservation—helping to ensure that your wealth works for you and your family.