You're invited to an informative and relaxed Lunch & Learn designed specifically for adults 55 and older. Whether you're nearing retirement or just starting to think about the future, this event is packed with valuable insights to help you plan wisely and protect what matters most.
Topics include ...
Understanding Wills & Trusts: What’s right for you?
How to Avoid Probate and Minimize Estate Taxes
Planning for a Lasting Retirement
Protecting Your Assets for Future Generations and God's Kingdom
Topics include ...
Understanding Wills & Trusts: What’s right for you?
How to Avoid Probate and Minimize Estate Taxes
Planning for a Lasting Retirement
Protecting Your Assets for Future Generations and God's Kingdom