Join Whitehill Financial for a live educational webinar on February 12, 2026 at 4:00 PM (PT) as we partner with estate planning attorney Sean Walsh of Owada Law, to explore the essential strategies that can help you protect your legacy and your loved ones.

Whether you're building wealth, navigating a life transition, or preparing for future generations, having an intentional estate plan is key. In this session, we’ll cover:

• Why estate planning isn’t just for the wealthy

• The critical documents every adult should have

• How to protect your wishes if you become incapacitated

• Wills vs. trusts: what’s the difference and when do you need them?

• How to avoid probate (and when it may be necessary)

• Special considerations for business owners, blended families, and caregivers

You’ll leave with a clearer understanding of how proactive planning helps reduce stress, avoid costly mistakes, and ensure your values are carried forward.

This webinar is complimentary and open to all.
Hosted by Lisa Whiteman, BFA™, CFP® and David Drumhiller, BFA™, CFP® | Presented by Attorney Sean Walsh

Disclosure: This presentation is for educational purposes only and does not constitute legal or tax advice. Please consult your legal or tax advisor regarding your personal situation.