Megan M. Kelly, Attorney at Law-Estate Planning Event in Naples-Wills and Trusts Lawyer-9_

Past events

Thursday, October 14th

 

Wine Tasting and Tips from Top Planners

Held at: Mercato Italiano
 

Featuring:  

Megan M. Kelly, Attorney at Law

&

Jennifer Lee 
Author & Founder of Modern Wealth

photos from the event

Photos by:
roberto torres


Instagram: @Roberto._Torres

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Megan M. Kelly

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.

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Jennifer Lee

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.

Recap of event:

Pouring Wine

Guests learned about Megan’s top tips to help women prepare their estates and get their legal documents in order

1.

Attendees heard an excerpt from Jennifer’s new book “Squeeze the Juice” and discovered why the family love letter is the most important piece of the financial puzzle

2.

Guests enjoyed a complimentary wine tasting served with heavy hors d'oeuvres

3.

All attendees received a signed copy of the book

4.

Keep your eyes peeled for upcoming events in 2022!