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A Dinner Designed for Your Family’s Future

Most families don’t fully understand how their financial protections work until a stressful moment forces them to.

The Family Legacy Dinner is designed to change that.

Join Laura Pesek of Rose Financial Associates for a special evening at the Penn Harris Hotel where you and your beneficiaries will gain clarity about the planning tools you’ve already put in place.

This isn’t about discussing balances or numbers.

It’s about helping your family understand how the structures you’ve built actually work.

Wednesday, April 1st
at 6:00 PM

AT

Penn Harris Hotel
1150 Camp Hill Bypass,
Camp Hill, PA 17011

Registration Is Now Closed!

Call our office with any questions: 717-652-5205

Reserve Your Seats

Space is limited for this dinner.

Reserve your seats today and consider inviting the people who will one day rely on the clarity of the plans you’ve built.

Give your family the gift of understanding.

Why This Dinner Is Different

Many families wait until a crisis to understand how their insurance or investment structures work.

We’re hosting this dinner to pull back the curtain.

During the evening we will walk through the specific tools many families have put in place — not to talk numbers — but to explain:

  • How these tools work
  • When they activate or trigger
  • How they protect the family unit
  • What beneficiaries should expect in the future

Think of this event as the “owner’s manual” for your family’s financial safety net.

Bring Your Beneficiaries

This evening is specifically designed for the people who may one day be responsible for carrying out your wishes.

That’s why we strongly encourage you to bring your adult children or other beneficiaries.

Hearing how the plan works directly from the advisor now can help prevent confusion and stress later.

It’s one of the greatest gifts of clarity you can give your family.

What We'll Cover

In a relaxed dinner setting we’ll explain the mechanics behind common legacy planning tools such as:

  • Life Insurance and how it provides immediate family liquidity
  • Long-Term Care strategies designed to preserve independence
  • Trust and portfolio structures designed to protect family legacy
  • What beneficiaries need to know if something ever happens

Each attendee will receive a Legacy Folder with helpful resources and contact information.

REGISTER TODAY

Family Legacy Dinner

Hosted by: Laura Pesek
 Rose Financial Associates

📍 Penn Harris Hotel
1150 Camp Hill Bypass
Camp Hill, PA 17011

April 1st
🕕 6:00 PM

You may bring up to four guests plus your spouse or partner.

This event is specifically designed for your beneficiaries.

REGISTER TODAY

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