Estate Planning Workshop

Are you prepared for the future? Or inheriting money and unsure where to begin? Join myself and a local attorney for an informative workshop on managing your inheritance and overall estate planning.

We will be discussing the obstacles retirees face as they begin to think about transitioning their wealth to the next generation, such as:
- What happens to my money when I'm gone?
- Do I need a Will, Health Care Proxy, or Power of Attorney?
- What financial planning strategies do I need to implement to make a smooth generational transition?

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