2/3/26

You're Invited: "Why Estate Planning? Why Now?

Let me be blunt. Procrastination is not an estate plan.

I’ve spent more than 25 years working with families as a financial adviser, and I can tell you this with certainty: the biggest estate planning mistakes don’t come from bad intentions. They come from waiting for “someday.”

In this short video, I break down why estate planning isn’t about money, lawyers, or complexity. It’s about clarity. It’s about protecting the people you love from confusion, conflict, and unnecessary stress when they’re already dealing with enough.

We’ll talk about:

• Why avoiding estate planning is one of the most expensive decisions you can make

• The simple questions every family must answer before it’s too late

• Real consequences I’ve seen when plans aren’t in place

• How 30 minutes of preparation can save your family years of hardship

This isn’t fear-based. It’s responsibility-based.

The webinar I mentioned is complimentary, but the peace of mind it creates for your family is invaluable.

Your future self, and your family, will thank you for not putting this off.

Register Below:

February 26th:

https://us02web.zoom.us/webinar/register/WN_qWScAlJkRWGOJem2BUwL7Q

March 3rd:

https://us02web.zoom.us/webinar/register/WN_pXBwhQqfRJe6AXajxBvRsA#/registration

Balance Wealth Partners

https://www.balancewealthpartners.com/

404-441-9387

🌐 Connect With Balance Wealth Partners

💼 Website: https://www.balancewealthpartners.com

📸 Instagram: https://www.instagram.com/balancewealthpartners

🔗 LinkedIn: https://www.linkedin.com/in/jeffpanik

▶️ YouTube: https://www.youtube.com/@balancewealthpartners

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