Discover what makes Debbie Gleason, Wolf Financial Advisory’s Office Manager & Client Relationship Specialist, such an essential part of the team. With over two decades of experience, Debbie shares what she loves most about her role — from planning client events to building genuine, lasting relationships that make every day rewarding.

For many, financial estate planning feels overwhelming—or something to “get to later.” But without the right plan, your wealth, values, and wishes could be left in the hands of others. Whether your goal is to protect your loved ones, reduce taxes, avoid probate, or simply make things easier during a difficult time, this webinar will help you get clear on what steps to take next.

Join financial advisor Robert Wolf for a practical, easy-to-understand session on legacy planning. You’ll walk away with the knowledge and tools to preserve your legacy—both financial and emotional.

What You’ll Learn:

• The difference between a Will and a Trust—and how to know which is right for you
• How to pass on not just assets, but values, memories, and meaningful experiences
• The most common estate planning mistakes—and how to avoid them
• Why keeping beneficiary forms and titling up to date is critical
• Strategies to avoid probate and reduce estate-related taxes
• A checklist of must-have legal documents (including for healthcare)
• Case studies that illustrate what can go right—and wrong—without proper planning

It’s important to understand that this conversation is not to be construed as personal legal advice. Always consult with a tax and/or legal professional about your individual situation. Robert Wolf is not an attorney; however, as a financial advisor, he works with clients every day to discuss the importance of creating a plan that factors in what is most important to your legacy.

Robert Wolf, James Koenig, Sara Wolf, and Michael Rock are investment advisor representatives of, and securities and advisory services are offered through, USA Financial Securities. Member FINRA/SIPC. Additionally, Amanda Opulskas and Adam Wallace are registered non-solicitors of USA Financial Securities, A registered investment advisor. 6020 E. Fulton St., Ada, MI 49301. Wolf Advisory Services and Wolf Financial Advisory are not affiliated with USA Financial Securities. For specific estate planning planning advice, please consult a qualified esate planning attorney.