Join Legacy Financial & Life for an Exclusive In-Person Event

Wills & Living Trusts

Newnan, GA

Register to be our guest at this unique and FREE educational event

*By submitting, you agree to be contacted via phone, email, and text by a licensed representative with Legacy Financial & Life regarding Wills & Living Trusts. Msg & data rates may apply.

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Available Events

Location

Madras Community Center

2355 Hwy-29 N

Newnan, GA 30265

Thursday
September 11th
2:00 pm

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Thursday
September 11th
6:00 pm

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Saturday
September 13th
11:00 am

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Saturday
September 13th
2:00 pm

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For educational purposes only – nothing will be sold at this seminar. This class is not affiliated with and is offered independently of Madras Community Center.

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What You'll Learn

An Estate Plan is vital for any individual, couple, or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the most common costly mistakes. We’ll cover the following topics, in easy to understand terms:

  • The advantages and disadvantages of Wills and Living Trusts
  • How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away)
  • How Probate Court works and why you may want to avoid it for your family
  • Why putting property in your children’s names may be a mistake
  • Common missteps by families raising children with challenges, disabilities or special needs
  • Protecting your home from being swallowed up by the Costs of Nursing Home Care
  • Protecting your heirs inheritance from lawsuits, divorce and spend-thrifts
  • Best practices for naming retirement accounts and Life Insurance beneficiaries
  • How the new Secure Act affects your Trust and/or Retirement Accounts.

Be our guest at this unique and FREE educational event.
If married, spouses are encouraged to attend. Adults only.

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Get to Know Your Hosts

Tim & Beth Byrd

Tim and Beth Byrd are dedicated professionals specializing in financial planning, retirement solutions, and asset management. They bring over 15 years of combined experience across private, nonprofit, and government sectors. Together, they’ve managed more than M in HUD assets, sold 300+ life insurance policies in two years, and served in CFO and bookkeeping roles. Between the two of them, they hold advanced degrees in human services and behavioral science and are accomplished grant writers. Lifelong community volunteers, they’ve led youth programs, served their church for over 20 years, and remain committed to helping others build secure financial futures.

Mike Morice

Mike Morice is a seasoned professional specializing in generational wealth strategies and estate planning. A proud graduate of Loyola University Chicago and former professional volleyball athlete, Mike has built a career dedicated to helping his clients secure their financial futures and build lasting legacies. Mike has empowered countless clients to navigate the complexities of estate planning, offering tailored guidance on trusts, wills, and investment strategies. Mike and his wife, Kate, reside in Plainfield with their two children, MJ and Lola. Mike is an avid reader and loves creating lasting memories with his family.

Mo Dadkhah

Mo Dadkhah is the broker owner of Main Street Real Estate Group and for the last fifteen years has focused his attention primarily on estate planning, real estate, and corporate law. Mo has been named a Top 50 Attorney by the Top 100 Magazine, his Firm has been selected as an Inc. 5000 list of fastest-growing companies, and he has been named as a Chicago Agent Magazine Who’s Who for seven consecutive years. He has also been the host of WGN’s Market Overdrive radio show. Mo brings a wide range of knowledge in estate planning, real estate, and corporate law together to best guide his clients on how to best protect themselves.
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Directions

Madras Community Center

2355 Hwy-29 N, Newnan, GA 30265