Spartanburg, SC
Wills & Living Trusts
What You Need to Know to Protect Your Wealth Without Costly Mistakes
Attend a free in-person event covering wills, trusts, and key retirement planning decisions. Walk away with clear, practical guidance to protect your wealth, transfer it smoothly, and simplify things for your family.
This is an independent educational event and is not affiliated with the venue.
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Estate Planning is More Than Just Having Documents in Place
Many people are familiar with wills and trusts, but fewer understand how these tools work together—or how small details can impact how a plan functions over time.
This session is designed to walk through key areas of estate planning in a clear, easy-to-understand way, so you can make informed decisions about your situation.
Educational • No Pressure • Free to Attend
What You'll Learn
An Estate Plan is essential for any individual, couple, or family who owns a home and has assets. Make sure your plan is up to date by learning the strategies families use to avoid the most common—and costly—mistakes. In this session, we’ll cover the following topics in clear, easy-to-understand terms:
- The differences between Wills and Trusts and how they are commonly used
- How Estate Planning organizes the transfer of assets
- Complexity of Powers of Attorney and decision making
- How various assets (ie. retirement accounts and insurance) fit into a plan
- Considerations related to Long-Term Care & Healthcare
- Updates that impact Estate and Retirement planning
If married, spouses are encouraged to attend. Adults only.
Who Should Attend This Complimentary Event
Learn From Experienced Professionals
- Are planning for retirement or are already retired
- Want to better understand how Estate Planning works
- Are interested in organizing their financial affairs
- Would like more clarity around available options
- Prefer learning in an in-person setting with an experienced professional
Get real insight from experienced professionals who regularly assist individuals and families with important planning decisions, including:
- Asset organization
- Retirement consideration
- Estate Planning strategies
Who Should Attend This Complimentary Event
This session is designed for individuals and couples who:
- Are planning for retirement or are already retired
- Want to better understand how Estate Planning works
- Are interested in organizing their financial affairs
- Would like more clarity around available options
- Prefer learning in an in-person setting with an experienced professional
- Asset organization
- Retirement consideration
- Estate Planning strategies
Learn From Experienced Professionals
Attend to get trustworthy, actionable guidance you can use right away.
Get to Know Your Hosts
Amber Daniels Law & Lucem Financial
Laurie Beauvoir
Laurie Beauvoir is a Financial & Insurance Specialist based in Spartanburg, South Carolina, with more than a decade of financial services experience in the U.S. and abroad. With a background in Economic Sciences, Laurie helps individuals, families, and business owners navigate financial decisions and build strategies for short- and long-term goals. As owner of Lucem Financial, Laurie has guided hundreds of families in retirement planning, wealth preservation, asset protection, and legacy planning. Her focus includes Estate & Retirement Planning, 401K Rollover, Business Pension Solutions, Medicare, and Life Insurance. Laurie's personalized, goal-driven approach helps clients gain financial clarity, prepare for life's uncertainties, protect their families, and build a legacy with confidence.
Amber Daniels
Attorney Amber Daniels Broughton is the founder of the Law Office of Amber Daniels, LLC, where she is dedicated to helping individuals and families confidently navigate their legal needs. A graduate of the University of South Carolina and Charleston School of Law, Attorney Broughton began her legal career clerking for a circuit court judge before serving as an attorney for South Carolina's state-owned electric company. Inspired by her desire for greater independence, professional fulfillment, and meaningful time with her daughter and family, she took a leap of faith and established her own law practice. Her journey reflects perseverance, determination, and a commitment to creating opportunities through hard work and purpose.
Workshops Available Near You
location
Spartanburg Downtown Library
151 South Church Street
Spartanburg, SC 29306
dates & times
Wednesday, December 2nd at 6:00 pm
Thursday, December 3rd at 12:00 pm
Saturday, December 5th at 11:00 am
This is an independent educational event and is not affiliated with the venue.
Wills & Living Trusts
Hosted By Amber Daniels Law & Lucem Financial
Spartanburg, SC
Seating is limited to maintain a comfortable and focused environment.
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*By submitting your information, you consent to being contacted via phone, email, and text by a licensed representative with the above firm and My Guide to Retirement regarding estate planning, even if your number is currently listed on any state, federal, local or corporate Do Not Call list. Your information will not be sold or used for any purposes other than intended. Msg & data rates may apply.
Exclusive Offer for Attendees
As a benefit of attending, you’ll gain access to a complimentary Estate Planning consultation. Attendees may schedule their optional one-on-one session to:
- Review their current situation
- Ask specific questions
- Explore planning options in more detail
There is no obligation—simply an opportunity to continue the conversation if you choose.
What Past Attendees Say
Trusted Guidance, Local Experts
Whether you’re just starting to plan for retirement or looking for ways to maximize your savings, My Guide to Retirement is a trusted resource designed to make your decisions easier and your future more secure. By partnering with local experts, we bring live, in-person events to your area—helping you gain insight, build relationships with trusted professionals, and make informed decisions with confidence.
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Directions
Spartanburg Downtown Library
151 South Church Street, Spartanburg, SC 29306