Wills, Trusts & Estate Planning: Essentials for Pre-Retirees & Retirees

Many people delay estate planning because they don’t know where to start—or believe it’s only for the very wealthy. This free educational event is designed to help you understand the key components of a sound estate and retirement plan.

You’ll walk away with practical insights on how to:

• Understand the difference between a Will and a Trust
• Learn how a Revocable Living Trust may help avoid probate
• Organize key legal documents (Living Will, Power of Attorney, HIPAA Waiver)
• Reduce confusion for your loved ones with clearly stated wishes
• Recognize tax implications of different retirement accounts
• Align your estate plan with your legacy and charitable goals

This seminar is ideal for individuals and couples age 55 and up who want to ensure their plans reflect their current wishes and today’s legal landscape.

Presented in collaboration with the Association of Financial Consultants, an IRS-approved 501(c)(3) nonprofit organization.

Seating is limited. Register now to attend this valuable educational event and take the next step in planning with purpose.

Who should attend?
This event is designed for adults age 55 and older—whether you’re nearing retirement or already retired—and looking to better understand your estate and legacy planning options.

How long is the seminar?
Each session will last approximately 60 to 75 minutes, including some time for Q&A.

Will anything be sold?
No. This is an educational workshop. No financial products or services will be offered or sold during the presentation.

Can I bring a guest?
Absolutely. Spouses, adult children, or close friends are welcome to attend with you.

Do I need to have existing estate planning documents?
Not at all. Whether you’re just getting started or need to revisit your current documents, this session will provide value and clarity.

This educational seminar is not intended to provide legal, tax, or investment advice. The content presented is for informational purposes only. Attendees should consult with qualified professionals regarding their personal situation. This event is presented in collaboration with the Association of Financial Consultants, an IRS-approved 501(c)(3) organization. The presentation is not endorsed or approved by the IRS or any government agency.

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