Estate & Retirement Planning Simplified
Join us for an informative and easy-to-understand workshop focused on simplifying key estate and retirement planning concepts, helping you make more confident decisions for your future, your income, and your legacy.
What we’ll cover
This complimentary workshop is designed to help attendees better understand how estate planning and retirement planning can work together to create a more organized, secure, and confident financial future.
- Important estate and retirement planning considerations
- How to help protect your income, assets, and legacy
- Common mistakes people make with beneficiaries and outdated documents
- Why wills, trusts, powers of attorney, and healthcare directives matter
- Helpful ways to organize your financial and estate planning goals
- Simple next steps to help strengthen your overall retirement plan
Estate & Retirement Planning Simplified
Join us at Puckett's Restaurant Columbia for an informative and easy-to-understand event designed to simplify important estate and retirement planning concepts. Choose the date and time that works best for you.
What we’ll cover
This complimentary event is designed to help you better understand how estate planning and retirement planning can work together to create a more organized, secure, and confident financial future.
- Important estate and retirement planning considerations
- Strategies designed to help protect your income, assets, and legacy
- Common mistakes involving beneficiaries and outdated documents
- Why wills, trusts, powers of attorney, and healthcare directives matter
- Ways to organize your financial and estate planning goals
- Simple next steps that may help strengthen your retirement plan
Add your preferred event to your calendar
Select the date and time you plan to attend. Each button downloads a calendar file that can be opened with Apple Calendar, Google Calendar, Outlook, and most other calendar applications.
Choose Your Preferred Date and Reserve Your Seat
Estate & Retirement Planning Simplified
Join us for an informative and easy-to-understand workshop focused on simplifying important estate and retirement planning concepts. Choose the date that works best for you and learn practical ways to help protect your future, income, assets, and legacy.
What We’ll Cover
This complimentary workshop is designed to help attendees better understand how estate planning and retirement planning can work together to create a more organized, secure, and confident financial future.
- Important estate and retirement planning considerations
- How to help protect your retirement income, assets, and legacy
- Common beneficiary mistakes and the risks of outdated documents
- Why wills, trusts, powers of attorney, and healthcare directives matter
- Helpful ways to organize your financial and estate planning goals
- Simple next steps that may help strengthen your overall retirement plan
Estate & Retirement Planning Simplified
Join us for an informative and easy-to-understand workshop focused on simplifying important estate and retirement planning concepts. Discover helpful strategies designed to help you make more confident decisions for your future, your retirement income, your assets, and your legacy.
What we’ll cover
This complimentary educational workshop is designed to help attendees better understand how estate planning and retirement planning can work together to create a more organized, secure, and confident financial future.
- Important estate and retirement planning considerations
- Strategies designed to help protect your retirement income, assets, and legacy
- Common mistakes involving beneficiaries and outdated documents
- Why wills, trusts, powers of attorney, and healthcare directives may be important
- Helpful ways to organize your financial and estate planning goals
- Simple next steps that may help strengthen your overall retirement plan
Estate & Retirement Planning Simplified
Join us for an informative and easy-to-understand workshop focused on simplifying important estate and retirement planning concepts. Choose the date and time that works best for you and discover helpful strategies for your future, retirement income, assets, and legacy.
Bellevue Regional Community Center
7638 Hwy 70 S, Nashville, TN 37221
What we’ll cover
This complimentary educational workshop is designed to help attendees better understand how estate planning and retirement planning can work together to create a more organized, secure, and confident financial future.
- Important estate and retirement planning considerations
- Strategies designed to help protect your retirement income, assets, and legacy
- Common mistakes involving beneficiaries and outdated documents
- Why wills, trusts, powers of attorney, and healthcare directives may be important
- Helpful ways to organize your financial and estate planning goals
- Simple next steps that may help strengthen your overall retirement plan
Seating may be limited. Use the registration page to select your preferred workshop date and reserve your seat.
Reserve your seat