Real Mistakes, Real Solutions: Why the Right Team Matters When Planning

Join us for a free, educational event where local professionals share real-life stories and expert strategies to help you:

• ✅ Avoid Court & Conflict with proactive estate and incapacity planning using revocable living trusts and powers of attorney.
• ✅ Protect Your Retirement Accounts by understanding the tax traps and planning opportunities around RMDs, Roth conversions, and beneficiary designations.
• ✅ Navigate the Realities of Aging & Death through true stories of families who faced delays, legal costs, and disputes due to lack of planning—or poor planning.
• ✅ Understand Your Bank’s Role and what documents are needed to access accounts or assist a loved one—without needing court involvement.
• ✅ Learn Why a Team Approach Matters—hear how attorneys, bankers, and financial advisors work together to ensure your plan is coordinated and complete.
• ✅ Get Your Questions Answered in an open Q&A session with local experts in law, finance, and banking