Estate Planning & Surviving Your Retirement with IFE
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Estate Planning & Surviving Your Retirement
FREE Educational Workshop
RSVP at https://www.yoursvp.com/PUYMAQ
or call 855-636-6984 Code: PUYMAQ
Have you reviewed your estate plan recently?
Many families are discovering that changes in tax laws, retirement rules, and estate planning considerations may impact their long-term financial goals. Join us for a free educational workshop designed to help adults and retirees better understand common estate planning and retirement income considerations.
During this informational presentation, we'll discuss:
• Estate planning basics and common approaches families use to help manage probate-related concerns
• Considerations surrounding wills, trusts, powers of attorney, and beneficiary designations
• How probate court works and estate planning techniques commonly discussed in connection with probate administration
• Recent federal tax legislation and potential impacts on retirement and estate planning
• Common retirement income distribution considerations
• Long-term care planning concepts and potential ways families address future healthcare expenses
• Wealth transfer and legacy planning considerations
This workshop is designed to provide educational information only. No investment or insurance products will be offered for sale during the presentation. Space is limited and advance registration is encouraged.
Hosted by The Institute for Financial Education (IFE), a nonprofit educational organization dedicated to providing financial education and informational workshops.
This event is for educational purposes only and should not be construed as investment, legal, tax, or insurance advice. Attendees should consult their own legal, tax, and financial professionals regarding their individual circumstances.
FREE Educational Workshop
RSVP at https://www.yoursvp.com/PUYMAQ
or call 855-636-6984 Code: PUYMAQ
Have you reviewed your estate plan recently?
Many families are discovering that changes in tax laws, retirement rules, and estate planning considerations may impact their long-term financial goals. Join us for a free educational workshop designed to help adults and retirees better understand common estate planning and retirement income considerations.
During this informational presentation, we'll discuss:
• Estate planning basics and common approaches families use to help manage probate-related concerns
• Considerations surrounding wills, trusts, powers of attorney, and beneficiary designations
• How probate court works and estate planning techniques commonly discussed in connection with probate administration
• Recent federal tax legislation and potential impacts on retirement and estate planning
• Common retirement income distribution considerations
• Long-term care planning concepts and potential ways families address future healthcare expenses
• Wealth transfer and legacy planning considerations
This workshop is designed to provide educational information only. No investment or insurance products will be offered for sale during the presentation. Space is limited and advance registration is encouraged.
Hosted by The Institute for Financial Education (IFE), a nonprofit educational organization dedicated to providing financial education and informational workshops.
This event is for educational purposes only and should not be construed as investment, legal, tax, or insurance advice. Attendees should consult their own legal, tax, and financial professionals regarding their individual circumstances.
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Where is it happening?
Fondulac District Library, 400 Richland St,East Peoria,IL,United States
Event Location & Nearby Stays:
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Host or PublisherInstitute for Financial Education
