Life & Legacy Planning for Solo Agers: Protect Your Independence
Are you widowed, divorced, or without close family nearby?
Solo Agers face unique challenges, but you’re not alone. Join us for our FREE workshop, “Life & Legacy Planning for Solo Agers.”
This special event sponsored by Trustco Wealth Management is designed to help you navigate the complexities of planning for your future. Discover how to protect your independence and make informed healthcare, legal, and financial decisions. Don’t tackle these challenges alone.
Attorney Morgen Bowers and Trust Administrator Donna Dupont will guide you through this informative and engaging session.
Seats are limited! RSVP today!
What You’ll Learn:
👥 Ways to secure your future and maintain independence without a spouse, children, or close family nearby.
📝 How to craft a plan that ensures your wishes are honored.
💵 Tips for making informed healthcare, legal, and financial decisions.
- 🔗 Strategies for establishing a reliable support network to help in emergencies and manage your affairs.
Morgen M. Bowers:
Morgen M. Bowers, Attorney
Morgen M. Bowers is an attorney specializing in estate planning and business law. With a focus on family well-being, she helps clients navigate financial and legal complexities to create personalized plans. Morgen’s expertise spans family protection, wealth preservation, and business structuring. Recognized as a “Personal Family Lawyer®,” she prioritizes values-based estate planning. Leading Four Corners Legacy Law, Morgen combines academic excellence with practical experience to serve her clients’ needs. Beyond her legal work, she enjoys speaking engagements and hobbies like horseback riding and traveling.
Donna Dupont:
Donna Dupont, Trust Administrator
Donna brings over 20 years of financial service industry experience to her role as Trust Administrator with Trustco Bank. She has worked at American Express Financial Advisors, Fleet Investment Management and Equitable Advisors. Throughout her career, she has maintained a focus on developing close client relationships. In her time away from work, she pursues her passions cooking, gardening and world travel.
See How We’ve Helped Others Like You
“Wonderful program, very valuable and has given me a basis to begin planning on what to do with my assets and how to achieve it. It was small, personal and very informative – much less intimidating than walking into a Lawyer’s office to do a Will.” Paula W. “Wow! I just attended Morgen’s presentation on Estate Planning for Horse Owners it was such an impressive presentation! She was very professional and very approachable clear, smart, concise, and entertaining! So lucky to be able to attend this presentation. I highly recommend her presentations to anyone who is looking for help with these issues!” Susan H. “We were concerned that doing our estate planning and setting up a trust would be a big drawn out ordeal, but Four Corners Legacy made it a very efficient, accurate and pleasurable experience. We are very happy to work with Morgan and her team and have our affairs in order.” Erin R.Ready to Take Action?
Take a decisive step toward securing your family’s future. Join us and empower yourself with knowledge on how to keep your loved ones and assets safe, even if one day you’re no longer around.
Secure your seat now! Limited spots available.