Secure Your Legacy & Protect Your Loved Ones' Future
Join us for a special event...
Estate Planning, Simplified.
A Comprehensive Estate Planning workshop
Strategies to Protect Your Wealth, Avoid Probate, Minimize Family Conflict, and Ensure Your Wishes Are Honored.
Monday, January 06.
what you'll learn at this event...
The Critical Differences Between Wills and Trusts, and the 2 Questions You Need to Answer to Determine Which is Right For You.
The Truth About Estate Taxes - How to Disinherit Uncle Sam, Leaving More of Your Income and Assets to the People, Charities and Causes You Care Most About.
What You Can Do NOW to Avoid Family Conflicts After You’re Gone, and Save Your Beneficiaries the Expense and Stress of Probate... (And Why a Will isn’t enough).
The Special Needs Trust: How to Provide For Vulnerable Beneficiaries and Protect Their Government Assistance After You’re Gone.
The Number One Mistake 70% of People Make After Getting a Trust That Still Lands Their Estate in Probate.
The Single Most Important Document You Need Should You Ever Become Incapacitated or Unable to Make Decisions For Yourself.
The Special Clause You Need in Your Trust to Protect Your Beneficiaries From Making Poor Financial Decisions With Their Inheritance.
How to Get the Comprehensive Estate Plan You Want, WITHOUT Spending Tens of Thousands of Dollars on Expensive Attorneys.
what you'll learn at this event...
The Critical Differences Between Wills and Trusts, and the 2 Questions You Need to Answer to Determine Which is Right For You.
What You Can Do NOW to Avoid Family Conflicts After You’re Gone, and Save Your Beneficiaries the Expense and Stress of Probate... (And Why a Will isn’t enough).
Why So Many Retirees are Converting their IRAs to Roth’s, and How to Know if You Should... (or Shouldn’t).
The Special Clause You Need in Your Trust to Protect Your Beneficiaries From Making Poor Financial Decisions With Their Inheritance.
The Truth About Estate Taxes - How to Disinherit Uncle Sam, Leaving More of Your Income and Assets to the People, Charities and Causes You Care Most About.
The Special Needs Trust: How to Provide For Vulnerable Beneficiaries and Protect Their Government Assistance After You’re Gone.
The Single Most Important Document You Need Should You Ever Become Incapacitated or Unable to Make Decisions For Yourself.
How to Get the Comprehensive Estate Plan You Want, WITHOUT Spending Tens of Thousands of Dollars on Expensive Attorneys.
Join us for an amazing EVENT
Meyera E. Oberndorf Central Library
4100 Virginia Beach Boulevard, Virginia Beach, VA 23452
About Your Presenter...
Renée Parris
With decades of experience in corporate, entrepreneurial, and non-profit management, Renée skillfully helps clients navigate complex financial situations and build resilient portfolios to secure their futures. Renée’s extensive work with estate planning attorneys enhances her ability to guide clients through intricate financial landscapes.
Her core philosophy is that everyone deserves access to relevant financial knowledge, enabling them to make informed decisions. As a thought leader, she collaborates closely with team members to implement client-centric strategies, ensuring estate plans evolve with each stage of life.
Renée's dedication to connecting with individuals from all walks of life is reflected in her work as a speaker, author, seminar presenter, and frequent radio show guest. Through these avenues, she delivers tailored solutions that meet their unique needs.
don't miss out on
this special event!
Copyright © 2025 Forecast Estate Planning. All Rights Reserved.