Estate Planning: Wills, Trusts, & More

A Free 40-Minute Workshop with Melissa Hampton, CFP®

that simplifies estate planning and helps you take control of your future.

You don’t need to be wealthy to benefit from estate planning—just prepared. Whether you're just starting your financial journey or well on your way, this session will equip you with the clarity and confidence to plan ahead.

Secure Your Seat Today!

Due to limited availability, registration is required in advance. Don’t miss this opportunity to gain professional insights and take control of your financial future.

📅 Date: June 4th ⏰ Time: 5:00-5:40 MDT 💲Cost: FREE –but information is invaluable!

📍 Location: Zoom (link sent via email after registration)

Save My Seat!

Why Attend?

✔️Understand the essentials of estate planning—no legal background needed
✔️Learn how to protect your assets and ensure they go to the right people

✔️Discover how to avoid probate and reduce unnecessary court involvement
✔️Explore ways to minimize estate taxes and maximize what you leave behind

✔️Get a simple action plan to start organizing your documents today
✔️Feel more confident and prepared for unexpected life events

What You'll Cover

✔️The 6 must-know steps to start your estate plan
✔️ The difference between a will and a trust
✔️ How to avoid probate and reduce stress for your loved ones
✔️ Why beneficiary designations are more important than you think
✔️ The power of POAs and healthcare directives
✔️ How to have “The Talk” with your family—before it’s too late

Who Should Attend?

This workshop is perfect for:

✔️ Individuals and couples beginning their estate planning journey

✔️Anyone who wants to protect their assets and ensure their wishes are honored
✔️Those confused by wills, trusts, probate, and POAs

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.

What others have to say...

Eric J.

Sarah P.

* " As we worked with her mapping out our financial future, her passion for helping us and the excitement she exhibited for how everything could work together to best fit our values and goals was fun and rewarding to watch. I have no doubt that she understands who we are, what our values and goals are."

Sarah P.

** "As a business owner, my goals include tax savings, planning my own retirement and supporting my aging parents. Melissa understands and celebrates my goals and accomplishments. She helped me establish a plan and is committed to assisting in future wealth management."

Attend the Workshop

Marco M.

Sarah P.

Marco M.

** "Meeting with Melissa is like meeting with a family member. Her genuine care for our future is evident, making it clear she's in the business for the right reasons. She makes financial planning understandable, attainable, and exciting!"

* This statement is a testimonial by a client of the financial professional as of 03/19/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

** This statement is a testimonial by a client of the financial professional as of 07/29/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Asset allocation does not ensure a profit or protect against a loss. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results.

Securities and advisory services offered through LPL Financial, a registered

investment advisor, Member FINRA/SIPC

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL CRS

More information about LPL Financial

BrokerCheck - Find a broker, investment or financial advisor (finra.org)

Contact

Estate Planning: Wills, Trusts, & More

Secure Your Seat Today!

Why Attend?

What You'll Cover

Who Should Attend?

Meet Your Host: Melissa Hampton, CFP®

What others have to say...

Eric J.

Sarah P.

Sarah P.

Sarah P.

Sarah P.

Sarah P.

Marco M.

Sarah P.

Marco M.

Register

JUNE 4th, 5:00 MDT via Zoom (check the box below to receive your FREE Estate Planning Checklist)

Estate Planning: Wills, Trusts, & More

Secure Your Seat Today!

Why Attend?

What You'll Cover

Who Should Attend?

Meet Your Host: Melissa Hampton, CFP®

What others have to say...

Eric J.

Sarah P.

Sarah P.

Sarah P.

Sarah P.

Sarah P.

Marco M.

Sarah P.

Marco M.

Register

JUNE 4th, 5:00 MDT via Zoom (check the box below to receive your FREE Estate Planning Checklist)

Please Click CONTINUE To Access The Site