Brunch & Bubbly w. Financial Advisor Jennifer Lee & Attorney Megan M. Kelly

Date/Time

January 23, 2022 to January 23, 2022
11:00 AM untill 01:00 PM

Description

You’re Cordially Invited to Brunch at Juicelation (Naples, FL) on January 23rd at 11am-1pm! Grab your girlfriends for a morning of mimosas, sweets & treats, and a lesson in love you won’t soon forget. Guests will sample a variety of juices from local juice bar Juicelation (and of course add a splash of champagne!) and satisfy your sweet tooth at their make-your-own waffle bar. And with the New Year underway, that means finally preparing for your future…right? Right! Learn from the Best about how to prepare legally and financially for 2022, and how to write your New Year Love Letter! Don’t know where to start? Jennifer and Megan have got you covered. The truth is the last two years have made people realize that protecting themselves legally and financially is more important than ever. And it’s never too late to start thinking about retirement, planning your family’s legacy, and sharing your wants and needs with the ones you love the most. Now all of this might sound like heavy, scary conversations but if the last two years have taught us anything, it’s never too soon to tell the ones you love the most how much they mean to you. Megan M. Kelly is a seasoned estate planning attorney with a passion for serving women and over 20 years of experience in the field, and Jennifer Lee is the founder of Modern-Wealth and author of “Squeeze the Juice: Live with Purpose, then Leave a Legacy,” with over 27 years of expertise in the financial services industry. Over the years, Megan has worked with individuals looking to solidify their legal futures for their families and loved ones. She begins the process by documenting the wants and needs of her clients through estate planning to ensure their assets are protected and distributed according to their wishes. Jennifer Lee has made it her mission to work with women in transition to empower them to take control of their financial futures. Now, Megan and Jennifer are joining forces to share their expertise! • Learn Megan’s top tips to help women prepare their estates and get their legal documents in order in the New Year • Hear an excerpt from Jennifer’s new book “Squeeze the Juice” and discover why the family love letter is the most important piece of the financial puzzle • Receive a complimentary signed book by Jennifer--the first 10 guests to sign up for the event will win a free copy of the book Jennifer created the idea of a family love letter and shared it with her clients with the hope that they would start to feel comfortable about articulating their values, wishes, and wants for their life and financial future to the ones they love the most. You will learn how to write your very own family love letter; something that will be surely cherished by your loved ones for years to come. We look forward to seeing you for a morning of Brunch & Bubbly, discussion, and sharing a lot of love. RSVP today! For more information about Megan M. Kelly, visit https://www.meganmkellylaw.com/. For more information about Jennifer Lee, visit https://squeezethejuicebook.com/.

Location

JuicelationView map
4947 Tamiami Trail N #104,
Naples, 34103, FL, 1234

Additional Information

Phone

3039007505

Name

Barrie Cohen

Cost

15

Ages

20-65

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