Registration
Four short steps. Your information stays private.
Before you reserve
Check each item to confirm your eligibility for the complimentary Power of Attorney.
Check each box above to confirm eligibility. Don't see a fit? You're still welcome to attend — our workshops are open to anyone preparing for retirement, estate, or business continuity.
Need help? Call 469-354-9924 or return home.
Your Complimentary Gift
As part of our commitment to helping families prepare before life interrupts, every qualifying attendee may receive a complimentary document through our estate planning partners.
A Healthcare Power of Attorney and a Financial Power of Attorney are legal documents that allow trusted people to act on your behalf if you become unable to make decisions yourself.
Option A
Healthcare Power of Attorney
Gives someone you trust authority to make:
if you are unconscious, incapacitated, or unable to communicate.
Purpose
To protect your medical wishes and help your family avoid confusion, delays, or court involvement during a health crisis.
Option B
Financial Power of Attorney
Gives someone you trust authority to manage:
if you cannot handle them yourself.
Purpose
To keep your financial life functioning and prevent disruption during illness, disability, or incapacity.
Choose one — provided through our estate planning partners
Step 1
Reserve your seat for one of our Seminars, Webinars, Lunch & Learn Workshops, Retirement Education Events, or Business Continuity Workshops. Complete the registration form and select which complimentary Power of Attorney document you are interested in receiving.
Step 2
Attend the event and participate in the educational presentation. Our workshops are designed to help individuals, families, and business owners better understand retirement risks, estate planning basics, healthcare decision planning, income continuity, and long-term financial coordination.
Step 3
After attendance is confirmed, you will receive an email, text message, or secure intake link with instructions from our estate planning partners to begin your document request process.
Step 4
You will complete a simple intake questionnaire to help prepare your selected document. Depending on the document selected, you may be asked for emergency contacts, healthcare decision preferences, agent/representative information, or financial authorization details.
Step 5
Once prepared, your document will be delivered for review and signature according to your state requirements. You may also have the opportunity to ask questions, schedule an estate planning consultation, or explore additional planning options if desired. There is absolutely no obligation.
Why This Matters
Many families discover too late that they do not have the legal authority needed to help a loved one during:
A Power of Attorney can help create continuity, clarity, and decision-making authority before a crisis occurs. At Lifeline Legacy Financial Group, we believe preparation is an act of stewardship. Protecting families starts long before a financial emergency happens.
There is absolutely no obligation.
Frequently Asked
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