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Power of Legacy – Session II: Financial & Estate Planning for 2026
Wed, May 27
|https://www.meetwithmartinweldon.com/
Building wealth is one step—protecting it and planning for what comes next is what truly creates a legacy. Join us for Session II of the Power of Legacy Series.
Time & Location
May 27, 2026, 5:30 PM – 7:30 PM
https://www.meetwithmartinweldon.com/
About the event
Event Description (Full):
Building wealth is one step—protecting it and planning for what comes next is what truly creates a legacy.
Join us for Session II of the Power of Legacy Series, a thoughtfully designed experience for active adults and retirees who are ready to bring clarity, structure, and confidence to their financial future.
In this session, we shift from understanding your assets to organizing and protecting them through a clear, actionable financial plan. Whether you are preparing for retirement, currently navigating it, or thinking about how your assets will support future generations, this conversation is designed to simplify complex topics and help you move forward with intention.
Together, we’ll explore how to align your financial goals with a strategy that supports long-term stability, flexibility, and peace of mind.
What You’ll Learn:
How to structure your financial life using a simple, proven framework
Key considerations for retirement income, healthcare, and long-term financial stability
The role of estate planning in protecting your family and your assets
Practical habits that help you stay organized, prepared, and in control
How to begin creating a clear financial action plan for 2026 and beyond
What Makes This Session Different:
This is not a lecture filled with overwhelming financial jargon.
It’s a guided, educational experience focused on clarity and real-life application.
You’ll also receive a Session II Playbook, designed to help you:
Define your priorities
Organize your financial information
Take meaningful next steps with confidence
Who Should Attend:
Homeowners age 50+
Active adults and retirees
Individuals thinking about estate planning or wealth transfer
Anyone looking to gain clarity and control over their financial future
Event Details:
Date: Wednesday, May 27
Time: 5:30 PM - 7:30 PM
Virtual: Virtual Link
Your future deserves more than assumptions—it deserves a plan.
Reserve your seat today and take the next step toward financial clarity and control.