Workshops
Retirement & Estate Planning Complimentary Workshop
Join us for a practical and easy-to-follow workshop focused on retirement income planning, estate planning considerations, and strategies that may help you protect your legacy and move forward with confidence.
What we’ll cover
This complimentary workshop is designed to help attendees better understand how retirement income planning and estate planning can work together as part of a stronger overall financial plan.
- Important retirement income planning considerations
- How estate planning can help protect your legacy and loved ones
- Common mistakes people make with beneficiaries and outdated documents
- Why wills, trusts, powers of attorney, and healthcare directives matter
- Helpful ways to organize assets, goals, and long-term planning needs
- Simple next steps to help strengthen your retirement and estate plan
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