Rooted & Ready

Building a Legal & Financial Protection

Plan for Your Family

Wednesday, March 25th at 6:00pm

Greenway Farms Conference Center
4960 Gann Store Rd, HIXSON, Tennessee, 37343

Rooted & Ready is a practical workshop designed to help families safeguard their children and protect their financial stability. Join Web Raulston and Tim Daniells of B|D Planning Partners to learn how legal planning and financial strategy work together to create continuity, clarity and peace of mind when life takes an unexpected turn.

Matthew Raulston

Personal Family Lawyer®

Arbor Legacy Lawyers, P.C.

Tim Daniell

Financial Planner

B|D Planning Partners

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This workshop is ideal for:

Parents with minor children
Growing Families
Dual-income households
Professionals in the Chattanooga area
Anyone who wants coordination between legal and financial planning

What You Will Walk Away With:

Clear understanding of guardianship planning
Insight into income protection strategies
Awareness of common estate plan gaps
Practical next steps to protect your children
A coordinated approach between attorney and financial advisor