You're invited!
Plan Today, Protect Tomorrow: Estate Planning Strategies to Leave a Lasting Legacy
Join us for a no-cost, eye-opening estate planning discussion. We’ll discuss strategies to help protect your wealth, preserve your wishes, and prepare for the unexpected—so your legacy lives on exactly how you intended.
- “Will my loved ones know what to do when the time comes?”
- “Is my estate vulnerable to taxes, probate, or delays?”
- “How can I make sure my plan protects—not burdens—my family?”
Get the answers to your biggest questions—and walk away with clarity, confidence, and the information you need to help you create a legacy plan that reflects your values.
Secure your spot and learn ways to help protect what you’ve built. No cost. No pressure. Just clear answers.
Join us AND Leave with INSIGHTS TO HELP CREATE a MORE EFFECTIVE estate planning strategy.
- Dates
– Thursday, July 31 at 6:00 p.m.
– Tuesday, August 5 at 6:00 p.m.
- Location
Lakewood Ranch Library
16410 Rangeland Pkwy, Bradenton, FL 34211
At this seminar, we'll discuss:
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Wills vs. Trusts: What You Really Need
Understand the differences—and what happens if you don’t have either.
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How to Avoid Probate & Delays
Discover strategies to help your family avoid court costs, confusion, and months (or years) of waiting.
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Minimizing Estate Taxes
Learn how high-net-worth families can potentially reduce the impact of federal and state estate taxes.
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Real Estate & Property Planning
See how to pass real estate, vacation homes, and other high-value assets to your heirs—without unintended consequences.
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Naming the Right Beneficiaries
Why naming your kids or spouse directly may not always be the smartest move—and what to do instead.
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Leaving a Lasting Legacy
Explore how to align your estate with your values—whether that includes family, philanthropy, or both.
You’ve Spent a Lifetime Building. Now It’s Time to Protect What Comes Next.
Without a clear plan, your estate may be subject to delays, taxes, and decisions made by someone else.
This no-cost event will help equip you with the information you need to help ensure your wishes are honored, your family is protected, and your legacy is secure.
There's no better time to ensure your wealth and wishes are passed on with clarity, not confusion.
Why Attend?
01
Preparedness
Many families never get around to finalizing an estate plan. This event is your chance to take a confident step forward with education and guidance.
02
Protection
Learn ways to help avoid costly missteps, outdated documents, or default decisions that could affect your loved ones when you’re gone.
03
Confidence
When your estate plan is aligned with your values, you can move through life knowing your family is cared for.
Gain the Information You Need to Help Protect Your Legacy with Confidence
Without the right estate planning strategy, your wealth and wishes may not be honored the way you expect.
This event will include common pitfalls that families may overlook—and give you the information you need to help put protections in place before it’s too late.
Start building your legacy strategy today with insights from experienced professionals.
Revocable vs. Irrevocable Trusts
How they work, when to consider them, and how to avoid common mistakes.
Coordinating Your Estate with Your Financial Plan
Why it’s not just about legal documents—it’s about aligning your wealth, tax, and retirement strategies.
Healthcare Directives & Power of Attorney
Prepare for the unexpected with the right documents and decision-makers in place.
Asset Protection Strategies
Learn how to help shield your estate from creditors, lawsuits, or second marriages.
Leaving Money to Children, Charities, or Both
Balance personal values with financial realities using structured planning tools.
Your EXPERIENCED Presenter
Adam Smith
Managing Partner | Private Financial Counsel
Adam Smith is a man of loyalty and trustworthiness, someone solid that others can depend on. As a Financial Advisor with over 23 years of experience helping clients preserve wealth, it was those very ideas of fidelity and steadfastness that Private Financial Counsel, LLC was built on.
Adam started his independent practice in 2006. He serves clients nationally. Early in his career, he passed the Series 6, Series 7, Series 63, Series 65, and Series 24 securities licensing exams. Adam is currently life and health insurance licensed in many states and has previously achieved the Accredited Investment Fiduciary (AIF) designation, as well as the Chartered Federal Employee Benefits Consultant (ChFEBC) designation.
Originally from the mid-west, Adam has lived in Florida with his wife of twenty-four years and his four children since 2003. A graduate of Indiana University’s Kelly School of Business, with a degree in finance and economics, Adam often points out that what he does for clients has been learned through experience, not classwork. An avid fisherman, SCUBA diver, alpine skier, college sports enthusiast, and wine aficionado, when Adam is not working to serve clients, his first love is for his family.
“A good estate plan isn’t just about money—it’s about meaning. My goal is to help you protect what matters most, so your wealth serves your family and community the way you intended.”
Frequently Asked Questions
What is Financial & Estate Planning 101?
Financial & Estate Planning 101 is associated with Your Retirement Reality, a national entity that partners with financial professionals all across the U.S. to offer unbiased information on the constantly changing tax laws and retirement strategies. There’s a knowledge gap as retirement approaches, and we’re here to help individuals like you determine the best course of action for your ideal retirement.
Who is this event for?
Our presentation is designed for individuals age 50-70 who are nearing retirement or those who have recently retired. To get the most from our events, attendees should have retirement savings ranging from $250,000 to $5,000,000. This ensures our content and strategies are more applicable to your unique financial situation.
Why are you hosting this event?
The information provided at these seminars is designed to help you better understand retirement planning strategies and potential risks. While the presenter may offer materials or share contact information, there is absolutely no obligation to schedule a meeting or purchase anything.
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
© 2025 Your Retirement Reality | Privacy Policy
*This event is not sponsored by or affiliated with the Lakewood Ranch Library.
Florida State License #: E118453 | Private Financial Counsel, LLC and Your Retirement Reality are unaffiliated companies.
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Asset Management and Investment Advisory Services offered through Caitlin John Private Wealth Management, a SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / (810) 355-1325. Private Financial Counsel, LLC and Caitlin John Private Wealth Management are separate entities and are not affiliated.
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By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product or establishing an advisory relationship. Licensed Insurance Professional. Investing involves risk, including possible loss of principal. We are not affiliated with any government agency. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.