Estate Planning Lunch & Learn Hosted by Benjamin Sutter – Attorney at Marshall & Melhorn, LLC
Protecting Your Legacy: An Estate Planning Presentation with Benjamin Sutter
What happens to the people and things you love most when you’re no longer here to look after them? It’s a question many of us put off thinking about — but having the right plan in place is one of the most meaningful gifts you can give to your family and the legacy you’ve spent a lifetime building.
As part of CAG’s Retire Well program, we’re pleased to invite you to a complimentary Lunch & Learn featuring estate planning attorney Benjamin Sutter of Marshall & Melhorn, LLC. With a warm and approachable style, Benjamin will walk you through the essentials of estate planning in a way that is clear, practical, and genuinely empowering — no legal background required.
Whether you’ve never given estate planning a second thought, have an old plan tucked away that hasn’t been reviewed in years, or are simply looking to make sure everything is in order, this session is designed to meet you exactly where you are. You’ll come away with a clearer understanding of the key documents and decisions involved in protecting your assets, honoring your wishes, and providing peace of mind for the people who matter most to you.
And because every good conversation is better over a meal, we’ll be providing lunch — so come hungry, come curious, and come ready to take one of the most important steps in your retirement planning journey.
Seating is limited, so we encourage you to reserve your spot early!
RSVP at citizenadvisory.com/rsvp or by calling the CAG office at 419-872-0204.
To ensure we can provide the best experience for our clients, this event is exclusively for Citizen Advisory Group clients and their guests. Please only sign up if you are a current client.
