Estate Planning Lunch & Learn

Everyone is invited to the Chamber of Commerce FREE Lunch and Learn with a presentation on Estate Planning.

Ben Gilmore, Sr. Investment Executive with Caudle Financial Group, will lead you through:

Wills and Trusts – understanding the basics and how they work
Tax Mitigation Strategies – planning to help reduce potential tax burdens
Insurance Considerations – how insurance fits into an overall estate plan
Other Key Considerations – planning for life changes, beneficiaries, and long-term goals

Whether you are just getting started or looking to review an existing plan, this session will provide practical insights and guidance to help you plan with confidence.

RSVPs are requested by filling out this form: https://forms.gle/J2fm1rgmPzzkR9449