03/19/2026
What would happen if tomorrow you were unable to make medical or financial decisions for yourself?
That's a pretty heavy question to ask yourself...and unfortunately its an everyday occurrence. And if you've been with me the last 6 years, you know that has been a question that I've personally had to answer every...single...year....since 2020! But thankfully, I always had the right answer! My family was (and is) protected from the unknown.
Come join us as Kristi shares valuable information that can help protect what took you your lifetime to achieve. 😀
This event is designed to provide clear, practical information that can help you avoid costly mistakes and ensure your family is protected.
Upcoming Will & Trust/Financial Planning Info Session
The date is:
Sunday April 12, 2026
Two sessions will be available:
11:00 AM
(there are only 4 spots left)
2:00 PM
(Plenty of space available)
Either respond to this post, text me directly 708-945-9639 or email Kellyshealingtouch@gmail.com and let me know how many are attending!
Many families assume that loved ones will automatically be able to step in and help. Unfortunately, without the proper legal documents in place, even spouses or adult children may be unable to make healthcare decisions, manage finances, or access accounts when it matters most.
We invite you to join us for an important educational event where we will discuss how proper planning can protect you, your family, and the legacy you intend to leave behind.
During this session, we will cover:
Healthcare Powers of Attorney - Why this document is critical and what happens if you do not have one in place. Without it, your family may not be able to make medical decisions or ensure you receive the care you would have wanted.
Financial Powers of Attorney - Without proper authorization, loved ones may be unable to pay bills, manage accounts, or handle financial matters on your behalf if you become incapacitated.
How a Trust Can Help Avoid Probate - Learn how proper trust planning can save your family time, legal costs, and unnecessary stress.
Special Needs Planning Built Into Our Trusts - Our planning includes provisions that can help protect loved ones who may require additional support now or in the future.
Choosing Guardians for Minor or Disabled Children - Ensure that the people you trust are the ones who care for your children if something unexpected happens.
Connecting Your Financial Plan to Your Estate Plan - We will show you how to coordinate your financial strategy with your legal planning so everything works together to protect you while you are alive and your beneficiaries after you are gone.
This type of planning helps provide:
Protection for you while you are living
Security and guidance for your loved ones when they need it most
Confidence that your legacy will be carried out according to your wishes.
As a thank-you for attending, we will also be holding a raffle for:
A Complimentary Financial Health Check
A $50 Gift Certificate to Kelly's Healing Touch
Space is limited, so please RSVP by April 1, 2026 to reserve your seat. Either respond to this post, or text me directly 708-945-9639 and let me know how many are attending!
We hope you can join us for this important conversation.
Kelly & Kristi
