TAKE YOUR DREAMS HIGHER WITH
FREESTAR FINANCIAL SEMINAR SERIES

Estate Planning 101: How to Start Plannign Confidently
Date and Time: Tuesday, August 25, 2026 | 1:00 p.m.
Location: St. Clair Shores Community Room
22522 E. 9 Mile Rd. St. Clair Shores, MI 48080

SPEAKER: JEFFREY BRUSS

PRESIDENT OF STEWART AND BRUSS ESTATE PLANNING ATTORNEYS
In our next series of member financial wellness seminars, we are focusing on a topic that impacts every family in our community: estate planning. Many people put this off, thinking they will address it later. But if later turns into too late or never, you run the risk of putting your loved ones in a financial bind, facing a legal quandary, or tying up your assets for an extended period. With proper planning and by following simple guidelines, you can prepare your estate and support your family through documented wills, trusts, and plans that spell out your wishes and also help to maximize the outcome of the estate transfer.

ABOUT JEFFREY
Jeffrey Bruss is a financial advisor and partner at Legacy Wealth Advisors, a family-focused wealth management firm in Macomb County, Michigan, providing clients with potential paths to wealth accumulation, retention, and transfer of assets by creating and implementing strategies tailored to their unique goals. Jeffrey provides comprehensive wealth management services to his clients, taking time to help them understand their unique financial circumstances, work toward their financial goals, and secure their legacies by ensuring their assets are properly passed to their loved ones.