
Join Samantha Halvorson the CEO of Legacyguard & Angela Madison from Northlawn Memory Gardens, for an informative afternoon focused on practical steps to protect your family, simplify future decisions, and ensure your wishes are clearly understood.
Date: Thursday, April 23
Time: 5:30 PM
Location: Westerville Senior Center
350 N Cleveland Ave., Westerville, OH 43082
FREE TO ATTEND & FREE DINNER
Understand the differences between wills, trusts, and beneficiary designations
Learn how to reduce stress and confusion for your loved ones
Discover how pre-planning final arrangements supports your overall estate plan
THIS IS A FREE EVENT!
Dinner will be provided.
Limited Seats Available.
RSVP by April 20th
Seats are limited! To ensure a comfortable setting,
please complete the form below to reserve your seat.
Please Note: This is a FREE EVENT + FREE DINNER
We respect your privacy. Your information will only be used to confirm your reservation and share event details.
A relaxed, informative session designed to answer common questions about wills, trusts, and pre-planning without pressure or obligation.
Thursday, April 23 @ 5:30 PM
Westerville Senior Center
350 N Cleveland Ave.,
Westerville, OH 43082
Adults and families who want to:
• Update or create a will
• Understand trusts and beneficiaries
• Explore pre-planning final arrangements
We wil offer a clear, practical guidance to help you make thoughtful decisions for yourself and your family.
Bring questions; our goal is to leave you more confident about next steps.
What a will can and cannot do
How trusts work in everyday terms
Choosing guardians & executors wisely
Coordinating beneficiaries and assets
Planning for blended families and special situations
Keeping important documents organized and accessible
How memorial plans fit into your estate plan
Options for relieving decision-making from family
Questions to discuss with loved ones ahead of time

Samantha Halvorson
CEO of LegacyGuard
Samantha Halvorson
CEO of LegacyGuard
Samantha Halvorson is the CEO of LegacyGuard and a recognized advocate for practical estate planning and family wealth protection. She specializes in helping individuals and families understand how trusts, asset structuring, and proactive planning can protect what they have built and simplify the transfer of wealth to future generations.
Samantha focuses heavily on financial education, helping people navigate topics such as probate avoidance, trust funding, real estate transfers, and multi state estate considerations. Her approach is centered on clarity and accessibility, translating complex legal and financial strategies into simple concepts families can understand and implement.
Through LegacyGuard, Samantha works with families who want to protect their assets, reduce the burden on their heirs, and ensure their legacy is passed on efficiently and privately. She is passionate about helping people take action before problems arise, believing that thoughtful planning today can prevent unnecessary legal costs, delays, and confusion for the people left behind.
Ken Eisner is an experienced estate planning attorney who helps individuals and families protect assets, document their wishes, and reduce unnecessary legal and emotional stress.
His work focuses on wills, trusts, powers of attorney, probate avoidance, and long-term legacy planning. Ken’s approach is practical, educational, and grounded in real-world experience.
Opportunities to learn directly from Ken in a small group educational setting are rare, making this seminar a valuable chance to gain insight from a professional who works in estate planning every day.
Space for open discussion
Real-world examples you can relate to
Resources to help you continue planning at your own pace
Our goal is simple: to help you feel more prepared and at peace with the plans you make for your family and your legacy.
If you’re just starting to think about estate planning or you’re updating existing documents, you’re welcome here.
No. This seminar is completely free, and there is no obligation to purchase any services or make any decisions. It is an educational event designed to help you understand your options and feel more confident about planning ahead.
During the seminar, we will cover general principles and common scenarios. For specific legal or financial advice, attendees will have the option to schedule a private follow-up conversation at a later date.
Yes, we encourage you to attend with those who are involved in your planning, such as a spouse, adult child, or trusted friend. Please include them when you reserve your seats so we can plan accordingly.
Many attendees already have some documents in place. This seminar can help you confirm that your plans still reflect your wishes, understand how beneficiary designations interact with your documents, and identify areas that may need an update.
Reserve your seat today and join us for a luncheon of clear information, thoughtful conversation, and practical tools for planning ahead.
Seats are limited! To ensure a comfortable setting,
please complete the form below to reserve your seat.
Please Note: This is a FREE EVENT + FREE DINNER
Providing compassionate care and thoughtful
guidance to families in our community for generations.
7060 State Route 3, Westerville, OH 43082
Phone: (800) 446-6696
This seminar is for educational purposes only and is not legal or tax advice. Please consult your attorney or tax professional for advice specific to your situation.
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