Estate Planning Dinner Seminar

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Name: Estate Planning Dinner Seminar
Date: September 30, 2026
Time: 6:00 PM - 8:00 PM EDT
Website: https://www.thrivewealthstrategies.com/
Event Description:

Estate Planning: All Set or Optimized?

Join Scott Nelson, financial planner and founder of Thrive Wealth Strategies, for a complimentary educational dinner at Mission Oak in Newburyport.

Many families have wills, beneficiary designations, and perhaps a trust in place. But as your family, finances, and priorities change, are all the pieces of your estate plan still working together?

Throughout the evening, we’ll follow a hypothetical family through different stages of life and explore how estate planning can connect with retirement, taxes, beneficiaries, children, grandchildren, and long-term family goals.

This is designed to be an approachable, educational conversation without the legal jargon.

Wednesday, September 30 at 6:00 PM
Mission Oak | Newburyport, MA
Complimentary Dinner

Space is limited. Registration is required.

Reserve your seat: https://missionoakseminar.netlify.app/

Educational seminar. Not legal or tax advice.

Location:
Mission Oak
26 Green Street
Newburyport, MA 01950
Date/Time Information:
Wednesday, September 30, 2026
6:00 PM - 8:00 PM
Contact Information:
Scott Nelson, Founder & Financial Planner, Thrive Wealth Strategies
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Fees/Admission:
Complimentary dinner. Registration is required as seating is limited.
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