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Join us for an evening of Wisdom & Wine!

Wednesday, July 17, 2024 at 6pm

"Quest Financial Group"

2601 Weston Parkway #201

Cary, NC 27513

 We will cover:

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Wine and Cheese

Wednesday, July 17 at 6pm

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Join us for this live interactive event and learn about:

"The Dirty Dozen Estate Planning Mistakes" and being financially prepared for raising kids, entering retirement and handling life's curveballs! Presented in a fun, interactive quiz format with prizes, a raffle, light refreshments and wine at our Cary Office! Hosted by Jeni Snider, Esq. of Snider Law, PLLC and Sandra Stowe of White Owl Financial Advisors!

You'll learn:

* Default probate laws in NC and why you'll want to avoid them
* How to make sure your assets go to the people you love
* How to secure your children's future
* Why you need to worry about incapacity
* Reasons you shouldn't add a child to your deeds or bank accounts
* The difference between a will and a living trust
* Pitfalls with DIY solutions
 
All guests will receive a special "Golden Ticket" offer from Snider Law, PLLC and a raffle ticket for a chance to win a wine-themed gift basket. 
 
We hear tragic stories of families who fail to plan properly or, even worse, think they have it all taken care of but when it becomes necessary to rely on those plans, they simply do not work.
 
Don't be one of the many people who never thought it would happen to them or pretended they had plenty of time to think about it.
 
Rest easy knowing you have no question about what it takes to ensure the well-being and care of your family … 

"The Dirty Dozen Estate Planning Mistakes"

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Jeni Snider, Esq.  

Sandra Stowe

We hope you will join us!

Presented by Jeni Snider, Esq., owner of Snider Law, PLLC
and Sandra Stowe, owner of White Owl Financial Advisors

Jeni Snider is the owner of Snider Law, PLLC, an estate planning law firm serving the triangle area in person and all of North Carolina, virtually. Jeni focuses on educating clients (to understand their options and avoid common estate planning mistakes), building relationships and practicing with a heart of service. From New York City originally, Jeni received her undergrad degree at Dartmouth College and her law degree at UC Berkeley School of Law.  Learn more about Jeni Snider and read her firm story by clicking here.

On a personal note, Jeni has 3 teenagers who often join her in volunteering in the community with both National Charity League and Boys Team Charity, and a mini goldendoodle named Daisy who thinks she is really the one in charge. She loves to travel (near and far), spending time with friends and watching true crime documentaries. 

Sandra Stowe is the owner of White Owl Financial Advisors LLC in Cary, NC. Sandra finds great joy in building lasting relationships with her clients and helping them with their comprehensive financial planning needs. She recognizes that finances are a fundamental component of people's hopes, dreams, fears, and emotions and finds the financial industry a perfect place to utilize her desire to help people change the trajectory of their lives.
 
Sandra graduated from Columbia University with a degree in Industrial Engineering/Operations Research. She spent the early part of her career as a consultant, working at Andersen Consulting and JP Morgan. Before founding White Owl Financial Advisors in 2018, she spent over 20 years expertly building Financial Technology solutions for investment banks and wealth management and asset management institutions. Learn more about Sandra Stowe here.

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