Fall Estate Planning Workshop @ 2pm

Name: Fall Estate Planning Workshop @ 2pm
Start: 2025-09-17T14:00:00-05:00
End: 2025-09-17T16:00:00-05:00
Location: Sleep Inn & Suites Eau Claire (5872 33rd Ave, Eau Claire, WI)

Schedule

Wed Sep 17 2025 at 02:00 pm to 04:00 pm

UTC-05:00

Location

Sleep Inn & Suites Eau Claire (5872 33rd Ave, Eau Claire, WI) | Eau Claire, WI

Join us for an informative and engaging session where we’ll dive deep into key aspects of estate planning and strategies to ensure your legacy is protected! Whether you're new to estate planning or looking to fine-tune your approach, this event will cover the most important topics you need to know.
RSVP by September 16th, 2025 to reserve a spot at this no cost event! Call us at: (855) 457-9090.
Topics we will cover:
- 5 ways to avoid probate
- How Power of Attorneys work
- How living trusts work
- The different types of wills & trusts
- Managing family tax brackets
- Inherited IRAs
- How to reduce inheritance taxes
- Qualified charitable distributions
- Preparing for assisted living