What Your Company Can Gain From Our Lunch & Learn Program
At Elder Advisors, we spend a lot of time and effort helping people. We want to help families protect what they have accomplished for generations to come. We believe that understanding estate planning and asset protection are aspects of a healthy community – which is why we believe more people need to learn about these important topics.
That’s where our Lunch-and-Learn Program comes in. We want to get out in the community and provide important insights to small businesses and their employees about estate planning.
So, what will your company get for signing up for the program?
Free Lunch!
Okay, let’s get to the fun part right away. We will be buying your small business lunch. While we aren’t going to go to the local steakhouse and get the finest cut on the menu, we will ensure you have a suitable lunch for our presentation.
Added Value For Your Employees
Go around your office and ask a few of your employees if they have an estate plan. Do they know what a Power of Attorney does? Your employees can be the best and brightest, but these are often topics that many adults (especially young adults) have not yet considered.
We will give a presentation for roughly half an hour to an hour about topics including but not limited to:
- What legal estate planning documents you need
- Healthcare Power of Attorney
- Financial Power of Attorney
- Legal guardianship
- Probate and estate administration
- Last will and testament
- Types of trusts
After our presentation, you and your employees will have the opportunity to ask questions and learn more about the many benefits of planning ahead. Our Q&A portions normally run about 15 to 20 minutes long. Our conversation can be as detailed or as basic as you like depending on the questions you and your employees ask.
What Locations Offer Lunch & Learns?
We offer Lunch & Learns at small businesses within a reasonable distance of all three of our offices. That includes both Wisconsin offices in Janesville and Wales.
Think your company could benefit from a conversation about estate planning? You can sign up using our online form and we look forward to helping you plan for the future. If you want to work with our team to get your estate plan off the ground or updated, you can contact us online.
