Green Box–Estate and Legacy Planning

Life moves fast, but having your important information organized can bring incredible peace of mind to you and the people you love.

Join us for an engaging and practical evening focused on the Green Box Exercise. This guided conversation helps you organize key financial, legal, and personal documents in one secure place, so if the unexpected ever happens, your family isn’t left searching for answers.

Led by Doug Charney, this session will walk through what belongs in your Green Box, why it matters, and how thoughtful legacy planning can simplify life for those you care about most. You’ll leave with clarity, confidence, and actionable next steps, without feeling overwhelmed.

Event Details
Location: West Shore Country Club and Zoom 
5:30–6:00 PM: Cocktails & Appetizers
6:00–7:30 PM: Presentation

Whether you’re just starting to think about legacy planning or want to be sure nothing is overlooked, this event is designed to help you feel prepared, organized, and at ease.

✨ Because peace of mind is one of the greatest gifts you can give your family.

RSVP today to attend in person at the West Shore Country Club or join us virtually via Zoom.