Financial Education

Captain's Cove Golf & Yacht Club, 3323 Dock Court, Greenbackville, VA 23356

• Date: 3/4/2026
• Starts: 1:30 PM
• Ends: 3:30 PM

Wednesday, March 4th at 1:30 & repeated at 6:30 PM

The Community Building at Captain’s Cove | 3370 Captain’s Corridor, Greenbackville, VA

Beginners Guide to Estate Planning  with Rachel Harris, Attorney, The Shore Lawyer

Key Takeaways:

• How an Estate Plan Works

• The Role of a Power of Attorney

• Common Issues with Estate Plans

Mitigating Risks Including Down Markets Before + During Retirement

In this workshop, we look at how to utilize your assets to prepare for the uncertainties of life after work.

With the right strategies, you can help to ensure that regardless of outside conditions, you keep

improving the chances of your own successful future.