You're exclusively invited to attend

Estate Planning 101

MON / APR

14

Cary Arts Center

Principal's Hall

101 Dry Ave

Cary, NC 27511
6:30 PM

In uncertain times, it’s more important than ever to protect your estate by avoiding common and expensive mistakes. This lively, free workshop will cover planning for your family’s future, passing on a legacy, avoiding common mistakes made.

Did you know?

  • 64% of Americans say having a will is important, fewer than 32% have one.

  • Only 43% of those age 55 or older have a will or living trust.

  • 43% of U.S. adults blame procrastination as the most common barrier to estate planning.

FREE Healthcare & Financial Power of Attorney for all attendees

Please join us for this complimentary educational workshop at. These important topics will be addressed:

  • How Estate Planning is a KEY part of a total retirement plan.

  • How to reduce or eliminate many forms of taxation

  • How can I create Tax-Free Income at retirement?

  • How can I reduce Estate Taxes and leave more money to my loved ones?

  • Who gets your home, who inherits all of your bank accounts, who will get your assets?

  • Who decides your healthcare or end-of-life decisions?

Jesse Bradin

J Bradin Financial LLC

(910) 448-2884

Meet Jesse Bradin – Your Trusted Guide in Estate & Retirement Planning

Jesse Bradin is more than just a fiduciary investment advisor—he’s a dedicated husband, father, and financial professional committed to helping families protect their wealth and secure their future. With a passion for putting his clients’ best interests first, Jesse offers expert guidance, personalized strategies, and unwavering support to ensure your financial legacy is protected.

At J Bradin Financial, we combine the expertise of CFPs, private asset managers, and a dedicated support team to provide tailored enhanced planning solutions that fit your unique needs. Our approach blends the resources of a large firm with the individualized attention of a boutique planning firm, ensuring that you receive the best strategies to minimize taxes, protect assets, and pass on your wealth efficiently.

Jesse Bradin

J Bradin Financial LLC

(910) 448-2884

101 Dry Ave, Cary, NC 27511, USA

Contact:

167 E Chatham St

Suite 301

Cary, NC 27511

(910) 448-2884

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