Wine & Wills
‍FREE Estate Planning Event

Raise a glass to peace of mind. Learn how to secure your family’s future from leading local attorney Shalini Codispoti.

Register for this free event

Gain Peace of Mind

Secure Your Legacy

Safeguard Your Family

Are you Overwhelmed by the Complexity of Estate Planning and Financial Planning?

Unsure how to build a future-proof plan?

Worried about making costly beneficiary mistakes?

Anxious about not fully protecting your family?

Register for this free event

Overcome estate planning anxiety, and become
the PROTECTOR your family NEEDS.

Secure Your Legacy with Confidence

Get peace of mind knowing your family’s future is safeguarded.

Learn why a Will alone may not ensure your children are looked after.

How life insurance can be used as part of your wealth plan.

Ensure your assets are immediately accessible to the people you’ve chosen.

Understand Wills, Trusts, and Power of Attorney how to avoid court intervention.

Avoid probate and eliminate both emotional and financial burden on your loved ones.

Shield your personal and business assets to guarantee your family gets everything they deserve.

Register for this free event

We’re Here to Help

Shalini Codispoti, Estate Planning Attorney.

As a parent, I understand that estate planning can seem overwhelming and complex. With more than 18 years of experience, I have guided hundreds of families through this essential process.

Too often families are dragged through expensive and emotionally exhausting court proceedings in the immediate aftermath of a loved-ones passing. Your family shouldn’t have to go through this while they are already grieving.

My mission is to ensure every family has the right plan in place to protect their children, assets and legacy so that their loved ones are properly cared for.

Your host for the event,

Jackson Huang, Financial Educator

As a Financial Educator, I understand that achieving Financial Security and Independence can feel overwhelming. Over the past 16 years, I’ve guided thousands of families through the 7 Money Milestones to help them secure their financial future.

While no one plans to fail, many fail to plan. With the right knowledge, your family can achieve Financial Security and Independence through Financial Literacy, Proper Protection, Emergency Funds, Debt Management, Increased Cash Flow, Wealth Building, and Wealth Protection.

My mission is simple: No Family Left Behind. Let’s work together to protect our families and build a lasting legacy.

It’s Easy to Get Started

Register for the
FREE event
Learn the essentials of making an effective plan
Leave a legacy not a burden
Register for this free event

Save your spot for this FREE event

Leave a Legacy Not A Burden

Register for this free event so you can stop feeling unprepared and overwhelmed and instead get peace of mind knowing your family is protected and your legacy is secure.

Register for this free event
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