# Event Details

- **Event Name**: Estate & Retirement Planning Educational Seminar
- **Event Start and End Date**: Thu, 21 Aug, 2025 at 06:30 pm
- **Event Description**: Dear Friends & Neighbors, 

You are cordially invited to join us for a FREE, no obligation educational seminar to learn more about Estate & Retirement Planning to be held on Thursday, Aug 21st at 6:30pm at the Heritage House on Chardon Square. 

Some of the topics we will cover: 
• Preparing and designing your estate plan 
• What’s included in your estate plan 
• What is PROBATE and how it can be avoided 
• Reasons you need an estate plan 
• Wills vs. Trusts 
• When to utilize a UNIVERSAL GUARDIAN TRUST 
• Life & Health Insurance to properly protect you, your family, your business, and your estate 
• Understanding life insurance and best options for you and your family 
• Critical illness, hospital indemnity, and long-term care plans 
• Medicare program overview 
• Retirement protection and savings 

Seats are limited & reserved on a first come, first served basis! Please RSVP to reserve your seat.   https://evite.me/Pcr9tZPVWk   Please include your phone number and mailing address in the NOTES section for your RSVP.

If you are unable to attend, please contact us on future seminar interest or establish an appointment with us by calling our office or emailing us at estateplans@kandminsurancegrp.com 

We look forward to seeing you! 

Kerry and Mike Williams
K & M Financial Partners
401 South St, Ste 4B, Chardon, OH  44024
O: 440-285-4927
 https://estates.kandminsurancegroup.com

P.S.  We also live here in Chardon in the WOB Development.
- **Event URL**: https://allevents.in/chardon/estate-and-retirement-planning-educational-seminar/200028643942430
- **Event Categories**: workshops, health-wellness, nonprofit
- **Interested Audience**: 
  - total_interested_count: 2

## Ticket Details


## Event venue details

- **city**: Chardon
- **state**: OH
- **country**: United States
- **location**: Heritage House Chardon
- **lat**: 41.581564107116
- **long**: -81.203301293771
- **full address**: Heritage House Chardon, Chardon, Ohio, United States

## Event gallery

- **Alt text**: Estate & Retirement Planning Educational Seminar
  - **Image URL**: https://cdn-az.allevents.in/events9/banners/3271c41a5487ef1a33bfb706eacc1ab895b3cab872e641289e98a01ef08065c6-rimg-w1179-h1231-dcfefefe-gmir?v=1755316641

## FAQs

- **Q**: When and where is Estate & Retirement Planning Educational Seminar being held?
  - **A:** Estate & Retirement Planning Educational Seminar takes place on Thu, 21 Aug, 2025 at 06:30 pm to Thu, 21 Aug, 2025 at 06:30 pm at Heritage House Chardon, Chardon, Ohio, United States.
- **Q**: Who is organizing Estate & Retirement Planning Educational Seminar?
  - **A:** Estate & Retirement Planning Educational Seminar is organized by K & M Insurance Group LLC.
- **Q**: Who is this event for? Is it right for me?
  - **A:** Estate & Retirement Planning Educational Seminar is ideal for curious learners, students, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in Chardon, this event is thoughtfully curated to deliver a standout experience worth every moment. If Estate & Retirement Planning Educational Seminar sounds like your kind of event, don't wait - spots fill up fast.

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