Estate Planning Basics Community Event: Creating and Preserving Your Legacy

Estate Planning Basics community event image

Free Community Event | Tuesday, November 3, 2026 | 5:45 PM – 7:30 PM

Back for a second year! Join us for an evening with a panel of local professionals who will walk you through the essentials of estate planning and how it fits with your financial and real estate goals.

Attorney Aaron Frankel, Financial Advisor Eric Bergenn, and Realtor Nadia Kachwaha will cover:

  • Estate planning basics: wills, trusts, powers of attorney, health care directives, and what probate involves
  • Connecticut-specific considerations: what local residents should know
  • How your home and finances fit in: the role real estate and financial planning play in your overall plan
  • Common mistakes to avoid: and why having the right documents in place matters more than good intentions
  • Smart next steps: how to start, finish, and keep your plan up to date

Whether you’re starting from scratch or it’s been a while since you reviewed your plan, you’ll leave with practical takeaways you can act on right away. Bring your questions. Our panelists will be ready with answers.

Hosted by the Kachwaha Team at Keller Williams, 29 S Main St, West Hartford, CT 06107
Tuesday, November 3, 2026, 5:45 PM to 7:30 PM
Free to attend. Space is limited, so please be sure to register.