Presented by:
Enjoy a panel-style guided discussion with coffee, refreshments, and light snacks by joining estate planning attorney Marisa Way, of Mason Law & Planning Group, as she walks you through her proven approach to estate planning. Also hear from Adrian Mota with AIM Senior Services, and Carrie Richards with TheKey - Senior Home Care on their own professional guidance related to estate planning.
Details
Thursday,
September 4, 2025
9:00am - 11:00am
TheKey - Senior Home Care
13395 Voyager Pkwy #120, Colorado Springs, CO 80921
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 guided discussion, estate attorney Marisa Way will provide you with actionable information that you will be able to use for your own personal estate planning.
Homeowners, business owners, and anyone with assets owe it to themselves, and their family, to get honest facts on proper estate planning.
Marisa Way's Workshop will educate you on the legal and practical steps you should take to protect your assets, your wishes and the people that you love.
What You'll Learn
- Name a guardian for a minor child or grandchild
- Avoid a long and expensive court process known as probate
- Make your medical wishes known and ensure they are honored
- Make sure the money you leave behind would be immediately and privately available to your family
- Protect your spouse and children’s inheritance from creditors, predators, future divorces, and lawsuits
- Leave behind more than just money and homes, but pass on a legacy
MEET YOUR HOSTS
MARISA WAY
Associate Attorney
Marisa Way, an associate attorney with Mason Law, was born in Cedar Rapids, Iowa, and grew up in Iowa and Colorado. She earned her Juris Doctorate at Mitchell Hamline School of Law, driven by a desire to help those struggling to access legal services. Marisa found her passion in estate planning, guiding clients through life’s challenges and joys while helping them create meaningful legacies. She enjoys connecting with clients and learning about their lives. Outside of work, Marisa enjoys spending time with family and exploring restaurants, coffee shops, and the outdoors.
ADRIAN MOTA
Owner of AIM Senior Services
Mr. Mota has been licensed in the financial industry since 2012 and first established AIM in 2019. By the blessings of God he has been able to achieve a full decade of experience and knowledge within a very competitive and changing financial service industry. Mr. Mota’s passion for seniors was cultivated at a young age and has directed him to focused on being a pillar for the Senior Community in his career. AIM Senior Services is set out with a goal to change this industry narrative! By establishing an organization that focuses on options AIM has no need for high pressured sales and plans on achieving peace of mind for each client.
CARRIE RICHARDS
Home Care Liaison at TheKey
With over 20 years of experience in the healthcare field and a decade specifically dedicated to homecare, Carrie brings deep knowledge, empathy, and commitment to her role as a Home Care Liaison. She works closely with seniors and their families to navigate care options and ensure they receive the support needed to remain as independent as possible in the comfort of their own homes.
Carrie holds a Bachelor's degree in Audiology and Speech Sciences and a Certificate in Gerontology, equipping her with a solid foundation in aging-related health and communication needs. Throughout her career, she has had the privilege of connecting with and caring for countless individuals and their loved ones. These experiences have not only shaped her professional journey but have deeply humbled her and reinforced her passion for helping others live with dignity and quality of life.
FAQs
How long is Marisa Way's Guided Discussion?
Our guided discussion usually runs 60-90 minutes and is presented while you are enjoying coffee, and light snacks.
Does this event cost me anything to attend?
No, this event is complimentary and includes coffee and light snacks. 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 GUIDED DISCUSSION
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!
