You're invited

Protect The Blessing

Estate Planning & Tax Optimization Seminar

Join us for Protect the Blessing, an estate planning and tax optimization seminar designed to help you safeguard your children and optimize your financial future.

Protect The Blessing brings together esteemed professionals from our very own community in estate planning and wealth management to provide you with the essential tools and insights needed to make informed decisions about your wealth and assets.

TUE. APR. 22 | 6:00 PM | Michaux Chapel

Meet the Team of Professionals

Didion Wealth Management

& Equinox Estate Planning

Micheal Didion

Didion Wealth Management

CSCS DAD & SPONSOR

Matt Lemely

Equinox Estate Planning

CSCS ALUMNI

Mark Kollasch

Equinox Estate Planning

CSCS ALUMNI

Why attend?

  • Gain valuable knowledge from trusted professionals in estate planning and wealth management and tax optimization.

  • Learn how to establish or update your trusts to ensure your children and assets are protected.

  • Discover key tax strategies to maximize your financial security for your family.

  • Connect with industry professionals who can guide you through these important processes.

  • A fantastic opportunity for high school and middle school students to get an early education on financial planning and wealth preservation.

Don't miss this chance to secure your family's future and connect with professionals who have your best interests at heart.

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Whether you're looking to refine or start your estate plan, optimize your taxes, or simply gain valuable knowledge, this seminar is for you.

Plan to Attend

PROTECT THE BLESSING

Event Details:

📅 Tuesday, April 22, 2025

📍 CSCS Michaux Chapel

⏰ 6:00 PM - Desserts provided

Don't miss this chance to secure your family's future and connect with professionals who have your best interests at heart. Whether you're looking to refine or start your estate plan, optimize your taxes, or simply gain valuable knowledge, this seminar is for you.

Reserve your spot today and take the first step in protecting your blessing!

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Tax related services offered through Didion Tax Services LLC DBA Didion Wealth Management. Didion Tax Services LLC is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services.

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