We are dedicated to helping you make thoughtful plans for your future—and for the people you care about most. Join us as we discuss strategies to navigate life’s unexpected challenges with confidence as we address:

• Estate planning documents everyone should have

• SECURE Act 2.0 and its impact on retirement accounts

• The purpose and role of a will

• Estate taxes and annual gifting limits

• How the probate process works

• Advantages of naming beneficiaries on accounts

• Long-term care planning: costs and options

• Charitable giving strategies and opportunities

• How qualified charitable distributions (QCDs) work

• Life insurance: Creating stability for every stage of life

This event is designed for our clients and their adult beneficiaries. Together, we’ll address common concerns about planning for aging parents and protecting family assets. We encourage you to invite your beneficiaries to attend this educational opportunity.

Special guest speaker:

Eric W. Bilger, FIC 

Financial Advisor, Thrivent