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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.

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Event Registration

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