Estate Planning Essentials: Lunch & Learn (Sign-up Required)

Financial Wellness Educational Workshop

Estate Planning Essentials
Planning ahead can provide peace of mind for you and your loved ones. This informative session will cover the key elements of estate planning, including:

• Wills
• Trusts
• Beneficiary designations
• Strategies to help transfer assets smoothly and efficiently

Learn how these tools can help ensure your wishes are respected and your loved ones are cared for, giving you greater confidence in the future.

SignUpGenius for Estate Planning Essentials

About Dalia

Dalia Nofal is a client-focused Financial Advisor who specializes in helping you navigate complex financial decisions with clarity and confidence. She provides education-driven guidance tailored to your unique situation.

Community Agreements
To help maintain a welcoming and comfortable environment for everyone, we’d like to share a brief Code of Conduct that guides our gatherings. Michelle’s Place is committed to fostering a space where all participants, including clients, volunteers, facilitators, and staff, are treated with dignity and respect. We strive to keep our events inclusive, supportive, and enjoyable for all.

We ask attendees to engage with one another respectfully, be mindful of shared space and time, and help maintain a positive atmosphere. This includes using considerate language, respecting personal boundaries, and honoring the privacy of others. Behavior that is discriminatory, harassing, or disruptive to the group experience is not tolerated.

We appreciate your support in helping us keep Michelle’s Place a safe and welcoming space for everyone.