Estate Planning and Surviving Your Retirement

Retirement can often bring financial shifts that catch people off guard. In this session, we’ll take a closer look at how estate considerations and taxes may affect your overall plan. We’ll also introduce five key areas every retiree should be thinking about, some of which are often missed entirely.
If you’re recently retired or preparing for the transition, this conversation is designed to help you approach your planning with greater clarity and confidence. No specific products or services will be discussed.
Registration link https://www.yoursvp.com/WAFMAG
Event is located in Civic Complex Room 112 (across the atrium from the library).