
Secure Your Legacy
Planning for the future is one of the most important steps you can take for your family. Whether you are navigating a major life transition or simply looking to ensure your hard-earned assets are preserved for the next generation, having a clear strategy is key.
What We’ll Cover
Matthew Haviland with Keller Williams Realty will lead a concise, insightful presentation focused on:
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Building Wealth: Strategies for long-term growth.
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Asset Protection: How to keep what you’ve built safe during life’s changes.
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Succession Planning: Practical steps for passing down wealth to your loved ones.
Following the presentation, we invite you to stay for lunch, where we can continue the conversation and answer any specific questions you may have.
Event Logistics
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Date: Wednesday, May 13th
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Time: 11:00 AM
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Location: The Shores: 2201 Bay Avenue, Ocean City, NJ
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Hosted by: Matthew Haviland, Keller Williams Realty (The PROMPT Team)