Beneficiary Estate Succession Strategy

10/03/2026

🎉 OCTOBER IS ESTATE PLANNING MONTH! 🎉

💙 Protect your wishes.
💚 Plan for your loved ones.
✨ Take the first step toward your legacy.

📅 Schedule your 30-minute estate planning consultation with Beneficiary Estate Succession Strategy (BESS) by October 23 and receive $25 OFF!

👉 Click below to schedule your appointment today!
https://calendly.com/yourlegacystrategies/30-minute-consultation-october-special

04/30/2026

Ready to take control of your financial future? 💰
Join BESS for a FREE engaging Financial Literacy event designed to help you build, grow, and protect your wealth. We’ll cover practical strategies for budgeting, saving, credit management, and investing-plus introduce the essentials of estate planning so you can safeguard what matters most. Don’t miss this opportunity to gain the tools and knowledge to make smarter money moves!

Financial literacy event covering budgeting, investing, and estate planning—learn smart money strategies to build and protect your future.

04/13/2026

Curious how your longevity age compares to your biological age? 🤔 Want simple, practical tips to help you live longer—and feel better while doing it? Join us for a FREE Zoom session on Thursday, April 16 at 6 PM to learn more!
✨ Bonus: You’ll also learn important information about estate planning and how to leave a meaningful legacy for your loved ones. Don’t miss out—register today and take a step toward a healthier, longer life. 🌱

Learn ways to boost health, increase energy, reduce stress, and build habits that support long-term wellness and longevity.

04/02/2026

Mark your calendar for our next BESS event on finances and estate planning. We hope to see you! https://yourlegacystrategi.wixsite.com/beneficiarystrategy

03/28/2026

Good evening everyone! Want to learn how to live a longer, healthier, happier life—and build lasting wealth for the people you care about? Sign up today for our BESS April 16 event on Eventbrite! Join from the comfort of your home via Zoom and gain valuable insights you won’t want to miss.

Learn ways to boost health, increase energy, reduce stress, and build habits that support long-term wellness and longevity.

03/19/2026

Are you registered for our next event? Learn ways to boost health, increase energy, reduce stress, and build habits that support long-term wellness and longevity. Register today: https://yourlegacystrategi.wixsite.com/beneficiarystrategy/services-7

03/11/2026

🚨 Reminder: BESS Event Tomorrow! 🚨
Join us for **“The Insurance Conversation”** hosted by BESS on **March 12, 2026 at 6:00 PM**. This is a great opportunity to learn more insurance, ask questions, and take part in an open conversation that can help you make more informed decisions for yourself and your family. Hope to see you there! Register today! It's free and on Zoom!

📅 Date: March 12, 2026
🕕 Time: 6:00 PM

✨

Learn how insurance and estate planning protect assets, cut taxes, avoid probate, and secure your family’s future with smart strategies.

03/09/2026

Coming Up! Please consider registering for the upcoming “Insurance Conversation” on Thursday, March 12. This free Zoom event will provide helpful information about long-term care insurance, general insurance planning, and how insurance can work alongside estate planning strategies such as wills, trusts, and beneficiary designations to protect your assets and provide for loved ones. Sigh up today! Registration is free—use the link below and register. Please feel share it with others who may benefit as well!

https://www.eventbrite.com/e/1983496919681?aff=oddtdtcreator

Thank you everyone!

Learn how insurance and estate planning protect assets, cut taxes, avoid probate, and secure your family’s future with smart strategies.

03/05/2026

BESS is hosting The Insurance Conversation on March 12, 2026 at 6:00 PM (Eastern Time). Join us to learn about insurance and estate planning. Learn how life insurance, long-term care coverage, wills, trusts, and beneficiary designations work together to protect your assets and provide for your loved ones. And all for FREE! Register today and pass the word.

Learn how insurance and estate planning protect assets, cut taxes, avoid probate, and secure your family’s future with smart strategies.

03/05/2026

Wills and Estate Planning Seminar happening this Sunday! We hope to see you!