Financial Conversations That Matter

A monthly series designed to educate attendees on financial topics that matter most.  Each month we feature a market update and invite a guest presenter to discuss financial topics that are relevant to families and business owners.
Attending this workshop will allow participants to learn about relevant financial topics that can have an impact on their lives and ask questions about their concerns. The workshop is great for individuals, families, and business owners who want to work towards achieving their financial goals.

This Month: 
The Four Phases of Life: Understanding Estate Planning Before You Need It

Presented by: 
William McGuire, Esq. is the founder of Will's Wills, a Massachusetts estate planning and
probate law firm dedicated to making sophisticated estate planning accessible and affordable for
everyday families. Since launching the firm in April 2025, William has built a thriving practice
focused on helping clients protect their assets, avoid probate, minimize estate taxes, and preserve
family wealth across generations.