Estate Planning Seminar

Learn 5 important documents to include in your estate plan, how a properly drafted estate plan will avoid the delays, stress, and expense of probate, and when and how to update your estate plan as your life situation changes

We’ll also cover: The 10 most common mistakes to avoid in your planning. How to know if your documents truly represent your current wishes. Why having done your estate plan drafted years ago may not mean you don't have to think about it anymore. Resources available when money is an issue

Estate planning is an important task that’s easy to put off, but waiting can create unnecessary stress, expenses, and uncertainty for your loved ones. Join us to learn simple steps you can take today to help protect your wishes and your legacy.

Presenter:

Keith Piscitello, CFP® , CRPC® , CPFA® , MBA Lead Financial Planner | Founder

S2 Wealth Planning

Location: Ramsey Village Senior Living

Information: 515-802-0822

Free Event.

Pastries, Fruit, Coffee, Juice Served.