The Heart of Your Estate - A Legacy Workshop

Join us with a spouse, child over the age of 18, or friend(s) for an evening designed to spark reflection, deepen clarity, and help you shape the legacy you want to leave.  This workshop creates a warm, inspiring space to explore legacy planning and essential estate considerations with confidence and peace of mind.  

Thursday, March 26th The Prairie Landing located at Culver's Park:

Agenda:

5:00 PM – Doors open / Check-in
5:15 PM – Legacy Letter (Participants will write a letter to a loved one—spouse, child, etc.)
6:00 PM – Break
6:15 PM – Estate Guru Presentation (A discussion on estate planning essentials)
7:00 PM – Workshop concludes

Come for the insight, stay for the meaningful connections—it’s an experience you’ll be glad you made time for!
RSVP TODAY:  TEXT "LEGACY" TO 608-400-4540.
OR
Link to register: Estate Planning Legacy Letter Workshop (3/26/26) - Registration (2) – Fill out form
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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.  Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Sun Step Financial and JWC/JWCA are unaffiliated entities. 

Financial Professionals must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here.  By following the link, you consent to receipt of the Form CRS electronically.