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
– Tuesday, July 29 at 6:00 p.m.
- Location
The Inn at Villanova
601 County Line Rd, Wayne, PA 19087
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
Ty McGilberry
Chief Executive Officer & Managing Partner | Pegasus Financial Planning
Born in Philadelphia, Ty grew up in Yeadon, and has lived in the greater Philadelphia area the majority of his life. He graduated from Monsignor Bonner High School in Drexel Hill, Pennsylvania. After high school he received both his bachelor’s and master’s degrees from Pennsylvania State University both in Business Administration.
After receiving his bachelor’s degree from Penn State University, Ty worked at the mutual fund giant Vanguard for over 10 years. During his time at Vanguard, he served and informed the individual investor, retirement plan sponsors and participants, and financial advisor markets. In his various roles, Ty focused on helping investors understand how to manage portfolio costs and fees as it relates to being able to reach investment goals.
After leaving Vanguard, Ty launched his practice as a financial advisor. He built on his foundation of investment knowledge from Vanguard by adding in the comprehensive financial planning process that puts the client first and foremost. Ty serves a very diverse clientele by offering each client a plan uniquely crafted to meet their goals and objectives. After building his practice, in 2017 Ty created Pegasus Financial Planning. His vision was to create a firm where advisors worked together to focus on informing and serving their client while following the fiduciary standard.
“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.”
Your EXPERIENCED Presenter
Kathryn Ott
Estate Attorney | Stevens & Lee
Kathryn provides simple and complex estate planning, estate and trust administration, and wealth planning counsel, and prepares a wide range of related documentation and tax returns. In connection with her estate planning practice, Kathryn represents businesses, business owners, charities, nonprofit corporations and clients with international considerations. She also appears in the Orphans’ Court on behalf of trust and estate clients.
Kathryn values the unique concerns and personal nature of the work she provides to clients. She helps clients understand the relevant legal complexities currently affecting them and prepares those clients for future considerations. Kathryn has lectured on a variety of trust and estate topics to the local community and other financial professionals.
“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!
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Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation. Our firm and its representatives do not provide tax, legal or estate planning services or advice.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific 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.