ESTATE PLANNING
Trusts & Wills
Lunch & Learn
A Meaningful Benefit for Your Employees —
at No Cost to You
You care about your people. This program gives you a practical, low-effort way to show it — while also benefiting your business.
Blaise D. Tamo
Income Continuity Architect
Lifeline Legacy Financial Group
Sharlene Tullao
ERFT Specialist
Lifeline Legacy Financial Group
THE WIN-WIN-WIN
FOR YOUR EMPLOYEES
- Practical estate planning education
- Free financial power of attorney
- Free healthcare power of attorney
- Less stress during a family crisis
FOR YOUR BUSINESS
- Meaningful benefit at no cost
- Stronger employee goodwill
- Reduced avoidable disruption
- Positions you as a caring employer
HOW IT WORKS
- 30-minute on-site or virtual session
- Voluntary attendance
- Educational — no sales pressure
- Free POAs through Estate Guru
THE BUSINESS CASE
Your employees will face death, illness, and family emergencies — with or without a plan. When they have no documents in place, those events create more missed work, more stress, and more avoidable disruption.
When employees have basic documents and financial organization, those same hard events are easier to navigate and less disruptive to your business.
WHAT EMPLOYEES LEARN
OTHER BENEFITS
401K guidance and answer any questions
Qualified contribution plans expertise
IRA & Roth conversion expertise