About this Talk
We kindly invite you to participate in a complimentary virtual workshop aimed at elucidating the fundamental principles of estate planning, thereby empowering you to take charge of your future.
Whether you are preparing for your family's future, managing your finances, or seeking peace of mind, this session will equip you with the essential tools to safeguard what is most important to you.
👨👩👧👦 In This Workshop, You’ll Learn:
- How a Last Will & Testament works—and when it’s not enough
- Why a Revocable Living Trust can help you avoid probate
- The importance of Power of Attorney and Healthcare Directives
- What a HIPAA Authorization does (and why most people overlook it)
- How to protect your pets through an Animal Care Trust
- Step-by-step execution and funding instructions to make your plan work in real life
🎁 All attendees will receive:
- A downloadable Estate Planning Checklist
- The opportunity to ask questions live
- Peace of mind knowing you’re taking the right steps
✅ Who should attend?
This workshop is perfect for:
- Families with children
- Retirees and pre-retirees
- Homeowners
- Business owners
- Anyone without a current estate plan
About The Speaker
UDAY SUNKARA
Uday Sunkara is a seasoned Entrepreneur, Investor, Mentor, Business Coach, Wealth Management Specialist, and Licensed Financial Professional operating across 31 states in the U.S. Passionate about empowering individuals through financial literacy, Uday has educated thousands and served countless.