16
April
Estate Planning Essentials: Wills, Trusts & Your Legacy With Lori Steenken
Description
Join us on April 16th from 5 – 7 PM for an informative estate planning presentation with attorney Lori Steenken from Davidson Law Group.
We’ll cover the essentials—wills, trusts, powers of attorney, and why having a clear estate plan is one of the most important steps you can take to protect your family. You’ll also get a brief overview of the Wealth.com platform we use at SWG, and when it can be especially useful for organizing and maintaining your estate documents.
- Location: Apex at Legacy, 7th Floor Conference Room
- Date & Time: April 16th | 5–7 PM
- Drinks and Dinner will be provided.
- Guests are encouraged!
This session is designed to give you clarity, confidence, and practical next steps for securing your legacy.
Date and Time
Thu, Apr 16, 2026
5:00p - 7:00p CST
Location
Apex At Legacy
5801 Headquarters Drive
Plano ,
TX
75024
Note
Event will be held on the 7th floor in the conference room.