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Wed, May 29



Wine Down Wednesday

TOPIC: Estate Planning

Registration is Closed
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Wine Down Wednesday
Wine Down Wednesday

Time & Location

May 29, 2024, 6:30 PM – 7:30 PM EDT


About the event


Topic: Estate Planning

Host: GUEST SPEAKERS Lea Witt, success manager and Jay Organek, VP of legal solutions

Join the PCA team, alongside experts, for an exciting ZOOM event about + new enhancements! 

Ranked #1 by advisors in the industry, is the most comprehensive digital estate planning solution on the market. The PCA + partnership offers you (and your heirs) unlimited access to secure and protect your financial legacy, at no cost to you. Estate Plans are a crucial piece of your financial wellness. We want to help you create your customized plan.

Already have confidence in your existing Estate Plan? Join us to learn more about how new enhancements to can add value to you and your heirs!  

This event will: 

  • Discuss how your Wealth Legacy (and your heirs) can be protected. 
  • Demonsttrate how to utilize for creating and updating your Estate Planning Documents. 
  • New! Visualizer Suite: how this transforms our planning process and value for those with existing documents. 
  • Estate Tax Projections: See how transferring ownership of different assets today may lower your taxable estate and the corresponding taxes your estate owes in the future - putting more money back in your beneficiary’s pockets.

You are encouraged to invite family, friends, and colleagues who may benefit from our discussion. 1st time attendees may qualify for complimentary access to!

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