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ESTATE PLANNING EDUCATIONAL SERIES 

Lunch & Learn:

Estate Planning 101 with Jason Smith


Event Information:

Date: Sept 20

Time: 11:30 - 1:00 PM

Location: Naples Community Library


Jason Smith, J.D.


Estate planning was once a buzz phrase reserved only for the wealthy. But that’s just no longer the case. Estate planning is important for every family, individual and business.  Anyone who has assets, no matter how small, or wants their medical wishes carried out should have an estate plan. 

Join Russell Wealth and our guest speaker, Jason Smith, an Estate Planning Attorney, to learn the ins-and-outs of putting a well thought out estate plan in place. The format will be: sit down lunch and formal presentation, open Q and A period, post-lunch coffee and sweet treats.