You are invited to join Demery Wealth Advisors for a special virtual event focused on the essential building blocks of an effective estate plan.

Protect what matters most.

The Zoom room will open at 5:45 p.m. and the program will begin promptly at 5:55 p.m.

Estate planning is not only about preparing documents. It is about protecting the people you love, communicating your wishes, and creating greater clarity for your family’s future.

We are pleased to partner with Camry Fielders and Leina Holte of Northern Lakes Law, who will provide a practical, high-level overview of important estate planning topics, including:

• Who should have an estate plan
• Wills and testamentary trusts
• Revocable and irrevocable trusts
• Powers of attorney
• Healthcare directives
• Guardianship considerations
• The probate process
• When more advanced estate planning strategies may be appropriate

Mallorie Rife of Edina Realty will also provide a brief real estate market and property planning update. During this time, Leina & Camry will include important considerations involving property ownership, title documentation, probate, and the sale or transfer of real estate.

Event Schedule

5:45 p.m. Zoom room opens and attendee check-in
5:55 p.m. Welcome and opening remarks from Kiley Demery
6:00 p.m. Estate Planning 101 with Camry Fielders and Leina Holte
6:35 p.m. Real Estate Market and Property Planning Update with Mallorie Rife
6:40 p.m. General Q&A
7:00 p.m. Closing remarks

Attendees are encouraged to submit questions through the Zoom chat throughout the presentation. The final 20 minutes will be reserved for general questions and discussion.

Whether you are creating an estate plan for the first time or reviewing an existing plan, this educational event will help you better understand the documents, decisions, and professional guidance that may be involved.

There is no cost to attend, but registration is required.

Reserve Your Spot Today

After registering, you will receive the Zoom access information prior to the event.

This event is designed for clients, guests, and professional partners who value a clear, informed approach to estate planning

Please feel free to invite a guest who would benefit from this discussion.

We look forward to spending the evening with you!

Warmly,

Kiley Demery
Founder & Financial Advisor
Demery Wealth Advisors
952-837-2687
Kiley@demerywealthadvisors.com
7760 France Avenue South #1100 Bloomington, MN 55435