Estate Planning 101
Planning ahead is one of the most important ways to protect your loved ones, your assets, and your future.
Join Breanna Colón, President and CEO of Integrity Financial Solutions, Inc., for an in-person seminar designed to help you better understand the basics of estate planning and why having a clear plan matters at every stage of life.
During this session, we’ll discuss what estate planning is, who needs an estate plan, and the key documents that may be part of a basic plan, including wills, trusts, powers of attorney, healthcare directives, and beneficiary designations. You’ll also learn how probate works, why it can create delays and added stress for families, and how proper planning can help protect what matters most.
This seminar will also touch on how estate planning connects with your broader financial picture, including retirement income planning, taxes, inflation, longevity risk, and preparing for the unexpected.
Event Details
Date: June 23, 2026
Time: 7:00 PM – 8:00 PM
Location: Maryland Innovation Center
First Floor – Howard Community College Classroom
6751 Columbia Gateway Dr, #331, Columbia, MD 21046
What You’ll Learn
- What estate planning is and why it matters
- Why everyone should have an estate plan, regardless of net worth
- The role of wills, trusts, powers of attorney, and healthcare directives
- How probate works and why families often try to avoid it
- Common estate planning mistakes and how to prevent confusion
- How beneficiary designations fit into your overall plan
- Why estate planning should be reviewed as life changes
- How estate planning connects with retirement, taxes, and long-term financial confidence
Who Should Attend
This seminar is ideal for individuals, couples, families, retirees, pre-retirees, and anyone who wants to better understand how to protect their assets, prepare for the future, and reduce unnecessary stress for their loved ones.
Whether you already have an estate plan or are just getting started, this session will help you identify important questions to ask and next steps to consider.
Reserve Your Seat
Seats are limited. Register today to join us for this important conversation and take the next step toward protecting what matters most.
Cost: FREE – Registration Required
