Presented By:
Ashley Sharek, Esq.
Estate Planning Attorney
&
Conor McKenzie, CFP®, RICP®
Wealth Advisor
Present:
​
Plan & Protect:
Safeguard Your Wealth and Legacy
Join Attorney Ashley Sharek (Entrusted Legacy Law) and Wealth Advisor Conor McKenzie (Honor Wealth Planning) to explore expert insights on building a secure plan for yourself and future generations through comprehensive estate and financial planning strategies.
Wednesday, February 26th, 2025
at 6:00PM
The Gathering
(Thistledown at Segar House)
221 W Main St.
Ligonier, PA 15658
WHAT YOU'LL LEARN DURING THIS
FREE PRESENTATION
-
Why you need a plan, even if you aren't wealthy (and how it may be even more important for families of modest means).
​
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How to keep your money in your family and out of the hands of the government.
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How often your financial and estate planning needs to be reviewed and updated to ensure it works throughout the seasons of your life.
Disclaimer - This presentation is entirely free. We encourage you to stay until the end to hear about the solutions we offer to protect your loved ones if and when something should happen to you. All information provided is educational in nature only and should not be viewed as legal advice or an attorney client relationship.
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