Complimentary Workshop at LionShare Cowork in Jacksonville, FL

Estate Planning Declassified:
Preserve What Matters Most to You

Strategies for Estate Planning, Preservation & Retirement Income

We All Deserve An Estate Plan That Is Tailored To Our Needs

Do you know how you may be able to keep your assets out of probate, reduce tax-exposure and create a plan to help ensure your heirs retain your assets?

Join us for an enlightening presentation that may help you better understand estate planning strategies that help you preserve assets and understand how assets are transferred to heirs. You’ll also learn about common oversights that can dramatically impact your estate.

Event Details

LionShare Cowork – Mane Conference Room
13475 Atlantic Blvd. Unit 8Jacksonville, FL 32225

Event Options:
– LionShare Cowork on November 7 at 6:00 p.m.

– LionShare Cowork on November 10 at 6:00 p.m.


Join us for a special presentation at LionShare Cowork while we discuss how to preserve your estate and your family.

What we’ll cover:

  • The advantages and disadvantages of wills and trusts.
  • Potentially reducing tax exposure when transferring assets to heirs.
  • Identifying the documents needed to preserve your estate.
  • Establishing a power of attorney and why it could be important.
  • Strategies to help preserve heirs from blowing their inheritance. 
  • Leveraging dollars for planned charitable giving.
  • Why putting property in your children’s names may be a mistake. 
  • Developing a plan to pay for nursing home expenses if needed while in retirement.
  • And much more!

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. Nothing will be sold and there is no charge to attend!


Why attend?

This workshop combines two empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to schedule a complimentary one-on-one meeting to review your retirement income goals.

67% of Americans

have no estate plan.²

Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that estate planning is at least somewhat important, only 33% have a will or living trust.² When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.



John Donnelly
Donnelly Financial, LLC
John focuses on creating retirement income plans for clients. He works closely with estate planning attorneys and assists with seminars of the same topic. He has a passion for helping his clients properly plan for their financial futures and is dedicated to serving them.

John’s hobbies include participating in triathlons. He has finished several sprints, Olympic, half-Ironmans and one full Ironman. He also enjoys trout fishing and riding the ATV at the family cabin in the Blue Ridge Mountains.

© 2022 Your Retirement Reality | Privacy Policy


¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

² https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html

Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC. Donnelly Financial, LLC and CreativeOne Securities, LLC are not affiliated.


Donnelly Financial LLC
7077 Bonneval Rd, Suite 390
Jacksonville FL 32225

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.


By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. 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. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.