Protect the People Who Count on You: Free Wills & Trusts Workshop on December 5
Key points
A free online workshop on wills and trusts, held on Zoom on Saturday, December 5, 2026.
Four parts in plain English: why a plan matters, wills, trusts, and protecting the people who count on you.
A will or trust isn't just for wealthy people. Reserve your seat at wills-and-trusts.lifestrategies.cc.
If something happened to you tomorrow, who would care for your children? Who would make decisions about your home, your savings, your medical care? For many families, the honest answer is "we haven't decided yet." That is why NeoPenn Life Strategies is hosting a free online Wills & Trusts workshop on Saturday, December 5, 2026. In one session, you will learn how wills and trusts work, in plain English, so you can get organized and ask better questions. A will or a trust isn't just for wealthy people. If you have children, a home, a retirement account, or simply people who depend on you, this workshop is for you.
Workshop details
The workshop takes place on Saturday, December 5, 2026, at 7 PM Eastern. It is held online on Zoom, so you can join from home, and it is free, with no obligation. To register, visit wills-and-trusts.lifestrategies.cc. After you reserve your spot, you'll receive a confirmation and Zoom meeting URL by email.
What we'll cover
The workshop moves through four parts, each building on the last. We begin with why a plan matters: what can happen without a will, how guardians for children are chosen, and the common myths that keep families from starting. Next, we turn to wills, covering what a will does and does not do, the role of an executor, the basics of probate, and what passes outside a will. The third part explains trusts in plain English, including revocable and irrevocable trusts, what a trustee does, what it means to fund a trust, and why people consider one. We close with protecting the people who count on you, which means beneficiaries, powers of attorney, health-care wishes, and how to organize your documents.
Who should attend
This workshop is for parents of young children who have not yet named a guardian. It is for homeowners and anyone with retirement accounts who is not sure what happens to them. It is for people whose will was written years ago, before life changed. It is also for anyone who has heard the word "trust" and wants to know whether it applies to them, and for those helping aging parents get their documents in order. Couples and families are welcome to attend together, because these decisions are easier when everyone hears the same information at the same time.
What you'll leave with
You will not leave with a finished will. You will leave knowing your options, the questions to bring to an attorney, and a clear list of what to gather. The workshop site also offers free tools to help you get started, including a one-minute check, a documents checklist, and a beneficiary review.
Your presenter
Sreeram Penna, Financial Services Professional and Principal Partner at NeoPenn Life Strategies LLC, leads the workshop. Sreeram draws on his medical training to explain difficult topics clearly and practically. You can read more at srepen.com/bio.
Reserve your free spot
The end of the year is when many families finally sit down and take care of the things they have been putting off. Give yourself one session on December 5 to understand your options. Reserve your free spot at wills-and-trusts.lifestrategies.cc, and if you know someone who should hear this, forward this post to a spouse, sibling, or friend and attend together.
This workshop is general education, not legal advice, and is not individualized investment, legal, tax, or accounting advice. NeoPenn Life Strategies LLC is not a law firm and does not prepare legal documents. Wills, trusts, powers of attorney, and health-care directives should be prepared or reviewed by a licensed attorney in your state. Laws vary by state.
