Protect Your Legacy, Provide for Your Loved Ones, and Build a Plan That Lasts Beyond You.

Wills & trusts, beneficiary planning, generational wealth, market uncertainty, and protecting your family’s future — you may wonder what all of this means for your retirement and the people you care about most. According to Forbes magazine, 3 out of 4 Americans do not have a retirement strategy. Do you have a plan not only for retirement, but for what happens after?

Join us at The CORE Recreation Center for an educational event focused on Estate Planning on Thursday, March 26 from 6:00–7:30 pm.

Learn how to protect your family and loved ones when you no longer can, and discover strategies designed to help you pass on your assets efficiently, thoughtfully, and according to your wishes.

Should you have a Will or a Trust? What is the best way to pass assets to your loved ones? A proper, comprehensive estate plan can help protect your family, simplify the transfer of assets, reduce unnecessary costs, and help ensure your wishes are carried out.

Using the information you’ll learn during this seminar, you’ll be better positioned to develop a thoughtful estate and retirement strategy designed to protect your legacy and the people who matter most.

If you would like more information on how estate planning, retirement planning, and legacy strategies work together, this workshop is for you.