Presented by:
with Guest Host From:
Enjoy a complimentary dinner by joining estate planning attorney Paul Mason, of Mason Law & Planning Group, as he walks you through his proven approach to estate planning. You'll also hear from Zach Yarnell, Private Wealth Advisor Partner with U.S. Bank Private Wealth Management, who will share insights on wealth management, retirement planning, investment strategies, and how comprehensive financial planning works alongside a strong estate plan.
Details
Tuesday,
August 11, 2026
6:00pm - 8:00pm
Mason Law & Planning Group
16055 Old Forest Point STE 301, Monument, CO 80132
Is this date not convenient? Email us at events@mlapg.com.
We will make sure you are invited to our next event!
Overview
At this complimentary Wine, Wills & Wealth event, estate planning attorney Paul Mason will provide practical estate planning guidance to help you protect your family, your assets, and your wishes.
Homeowners, business owners, families, and anyone with assets owe it to themselves, and the people they care about, to understand how estate planning and financial planning work together.
Through this relaxed, educational evening, you'll learn the legal and financial strategies that can help protect your wealth, avoid common planning mistakes, and create a lasting legacy, all while enjoying complimentary wine and light refreshments.
What You'll Learn
- How wills and trusts work together to protect your family
- Avoid a long and expensive court process known as probate
- Make your medical wishes known and ensure they are honored
- Ways to help protect your wealth for future generations
- How estate planning and financial planning complement one another
- Leave behind more than just money and homes, but pass on a legacy
MEET YOUR HOSTS
PAUL MASON
Owner & Lead Attorney
Paul is the owner and lead attorney at Mason Law. Developing and protecting relationships are at the core of his work. Since estate planning should be treated as more than a transactional business, Paul treats you and your assets with the utmost care – just as he does his own family. Paul is a husband to an amazing woman and father to four sweet children and considers estate planning to be an indispensable part of all of their futures. He carries this deep passion for protection and secure
ZACH YARNELL
Assistant Vice President, Private Wealth Advisor Partner
Zach Yarnell helps individuals and families develop personalized wealth management strategies tailored to their long-term financial goals. His expertise includes investment management, private banking, wealth planning, and trust and estate services. Before joining U.S. Bank Private Wealth Management, Zach worked at Deloitte as a Tax Consultant, where he gained experience in tax planning, business valuation, and financial planning. He serves clients throughout Colorado and New Mexico and enjoys spending time with his family, mountain biking, skiing, hiking, and camping.
"I went to a dinner event hosted by Mason Law. I was very impressed with the presentation. I learned a lot and feel that I am taking the right steps at the right time. Not to mention, we got free dinner. I truly think everyone would benefit from attending this event, regardless of your age! Your future self and family will thank you."
"Paul, his associates, paralegals, and other support staff provided an excellent experience during our estate planning process. They walked us through every step of identifying assets, prepared incredible documentation, and have even continued to follow up to ensure we're taking all necessary steps post formation of our estate. We feel cared for and protected with Mason Law & Planning. You will too."
FAQs
How long is Paul Mason's Wine, Wills, & Wealth Seminar?
Our dinner seminars usually runs 60-90 minutes and is presented while you are having hors d'oeuvres.
Does this event cost me anything to attend?
No, this event is complimentary and includes dinner. You will not be asked to buy anything at this event.
How much does it cost to hire Mason Law to do my estate planning?
Well, that varies based on the complexities of your situation. Unlike other estate planning attorneys who charge $350-$450 per hour, we charge a flat fee. We provide a complimentary initial consultation and then will provide you with a flat fee quote to prepare your estate plan.
What if I already have an estate plan?
Many people who attend our workshops already have some type of estate planning in place. They should use our dinner seminar as an opportunity to re-evaluate their choices or to feel more confident that their existing plan will fully protect them.
A COMPLIMENTARY ESTATE PLANNING DINNER SEMINAR
Mason Law & Planning Group - All rights reserved.
By attending this event hosted by Mason Law & Planning Group, you grant permission for photographs and videos captured during the event to be used for marketing and promotional purposes. We value your presence and aim to share the story of our event in a way that highlights our shared experiences. If you have any concerns, please feel free to reach out to a team member. Thank you for planning to join us!
