Estate planning isn’t just about documents. It’s about making sure your wishes are clear, your loved ones are protected, and your assets are handled the way you intend.

In this educational class, we’ll break down what estate planning really means today, who needs it (hint: it’s not just the ultra-wealthy), and why having the right plan in place can help avoid unnecessary stress, confusion, and costs for your family.

You’ll learn:

• What estate planning is & what it isn’t
• The essential documents every adult should consider
• Common mistakes that can derail even “simple” plans
• How life changes, assets, and beneficiaries impact your plan over time
• Why waiting can create complications & why now is a smart time to review or start

Whether you already have documents in place or have been meaning to get started, this class will help you understand your options and feel more confident about the next steps.

There’s no cost to attend, but seating is limited. Once capacity is reached, registration will close, so reserve your spot early!

About Your Presenter

David Fontaine, CFP®
Founder of Fontaine Retirement Group, David has helped hundreds of South Florida families design smarter income and tax strategies for a more confident retirement. His mission is simple: help people reduce tax surprises and make the most of their life savings through education and personalized planning.