Year End Checklist: Secure Your Family’s Legal & Financial Future

Year-End Checklist: Secure Your Family’s Legal & Financial Future

As the year comes to a close, it’s the ideal time to pause and make sure your legal and financial plans are still doing what they’re meant to do — protect your family, your assets, and your wishes. Many families assume everything is “handled,” only to discover gaps when it matters most.

Join The Feller Group, P.C. for a FREE live online workshop led by Alan D. Feller, Esq., Owner and Attorney, focused on a practical year-end checklist designed to help families review, update, and strengthen their planning before the new year begins.

This session is not about theory — it’s about real-world considerations and proactive steps that can prevent unnecessary stress, confusion, and expense down the road.

🎯 What You Will Gain in This Workshop

• A clear understanding of essential legal and financial documents to review before year-end

• Insight into common oversights that leave families vulnerable

• Guidance on updating plans to reflect life changes, finances, and goals

• Practical next steps to enter the new year with confidence and clarity

📅 Event Details

Date: Wednesday, December 16, 2026

Time: 1 PM EST

Where: Online — join from anywhere (registration link provided after sign-up)

Cost: FREE

✅ Reserve Your Spot

Space is limited to maintain a focused, interactive environment. Starting the new year prepared begins with finishing this one intentionally.