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
