You're exclusively invited to attend
An Estate Planning Educational Event
Loggerhead Marinelife Center
14200 U.S. Hwy 1
Juno Beach, FL 33408
2:00 PM
Jupiter Business Center
601 Heritage Dr
Jupiter, FL 33458
6:00 PM
An Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.
You will learn the following topics, in easy-to-understand terms:
- The advantages and disadvantages of Wills and Living Trusts.
- How Powers of Attorney work and don't work (some may not be valid if you are disabled or pass away).
- How Probate Court works and why you may want to avoid it for your family.
- Why putting property in your children's names may be a mistake.
- Common missteps by families raising children with challenges, disabilities or Special Needs.
- Protect your home from being swallowed up by nursing home care.
- Protecting your heirs' inheritance from lawsuits, divorce and spend-thrifts.
- Best Practices for naming retirement account and Life Insurance beneficiaries.
- HOW THE SECURE ACT AFFECTS YOUR TRUST AND/OR RETIREMENT ACCOUNTS.
Bryan Daly, CFP®, RICP® is a seasoned financial professional, leveraging his extensive expertise to help shape the landscape of financial planning.
As the Founder of New Life Financial Planning, Bryan dedicates himself to teaching innovative methods for making, managing, and saving money.
Originally hailing from New Jersey, Bryan has been a Florida resident since 1988. Armed with a solid understanding of finance, accounting, and taxation acquired through his education at Rutgers and Florida Atlantic Universities, he engineers bespoke financial programs. Beyond conventional education, Bryan sheds light on crucial financial principles often overlooked.
Bryan Daly is a proud member of the Association of Financial Educators (AFE) and a CFP® (CERTIFIED FINANCIAL PLANNER) professional and Retirement Income Certified Professional RICP®.
Contact:
601 Heritage Dr
Suite 204
Jupiter, FL 33458
Workshop Registration Privacy Statement
Association of Financial Educators
Effective September 30, 2026
When you register for an estate-planning workshop, we collect the information you provide, such as your name, email address, telephone number, and number of seats requested.
We use this information to manage your reservation, send event confirmations and reminders, provide workshop materials, and respond to your questions. Any optional marketing communications will follow the preferences and consent you provide.
We do not sell your registration information. We may share information with service providers that help us manage registrations, communications, and events, or when disclosure is required by law.
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You may unsubscribe from marketing emails using the link in those emails. To request access to, correction of, or deletion of your registration information, or to ask a privacy question, contact bryan@bryandaly.com. Requests are subject to applicable recordkeeping requirements.
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About the Association of Financial Educators (AFE)
A 501(C)3 Non Profit — afe-usa.org
AFE works with the communities and the federal government to offer free financial wellness programs to organizations and businesses across the country.