The well-planned life series
Building & Protecting Your Wealth
Provide for Today. Plan for Tomorrow. Build for the Future.
Learn practical strategies to build wealth, protect what you’ve worked for, and prepare your family for the future. Discover how a well-crafted will and trust can help ensure your assets are handled according to your wishes.
Your Future Is Worth Planning For.
Whether you’re building your nest egg, preparing for retirement, supporting your family, or simply want greater peace of mind, this event will give you practical information you can use.
Educational • No Pressure • Free to Attend
If married, spouses are encouraged to attend. Adults only.
What You'll Leave With
A roadmap for building and preserving long-term wealth, grounded in a clearer understanding of core investing and saving principles
Confidence in evaluating your financial protection strategies, with practical ideas to safeguard your family and assets
What wills and trusts can (and can’t) do, and clarity on whether your assets will go where you intend
Assurance that your plan reflects your current goals and family circumstances
Practical steps to preserve your legacy and help your loved ones avoid unnecessary costs and confusion when you pass away
Available Dates & Times
Thursday
November 5th
6:30 pm
Saturday
November 7th
10:00 am
For educational purposes only – nothing will be sold at this seminar. This class is not affiliated with and is offered independently of the venue.
The well-planned life series
Building & Protecting Your Wealth
Brought to you by Katz Legacy Financial
Don’t miss out—RSVP to claim your spot for this free experience!
*This seminar is for informational purposes only and does not constitute tax or legal advice. Our team partners with numerous qualified professionals to assist in your individual situations. By submitting, you agree to be contacted via phone, email, and text by a licensed representative with the above firm regarding Wills & Trusts. Msg & data rates may apply.
Get to Know Your Host
Katz Legacy FinanciaL
Emily Katz Cardillo, CFP®
Emily Katz Cardillo, CFP® got an early start in financial services at the age of 18 while attending NC State University. She graduated with her 4-year bachelor’s degree in business marketing at the age of 19 and continued full time in financial services. Emily grew up watching her parents work in this industry and since she was 9 years old, she has been passionate about using financial services to help protect families and secure their legacies.
Adam Katz
Adam Katz began working in the financial arena in 1999 when he moved from his career in education to the life insurance market. Adam graduated from the University of North Carolina at Greensboro as a member of the inaugural class of North Carolina Teaching Fellows. During his time in the classroom, he saw the impact of financial situations on his students. As he moved into the financial industry, he carried with him the passion for educating his clients and securing their financial legacies.
Adam has been an independent business owner for the past 23 years helping families with life insurance, retirement planning, and estate planning. He is a co-author of 2 books–Safe Money: Your Road Map to Retirement and Save Smarter Not Harder: Your Guide to Tax-Free Retirement.
One of Four Sessions
This is Part of The Well-Planned Life Series
Smart Money Strategies is one stop on a six-month path — from building a foundation to leaving a legacy. See what’s covered each month and save your spot on the list for topics that aren’t open yet.
Sep – Financial Freedom
Oct — Smart Money Strategies
Nov — Building & Protecting Wealth
Feb — Retirement Readiness
Directions
Chavis Community Center
505 Martin Luther King Jr Blvd, Raleigh, NC 27601