Financial & Estate Planning Strategies

Join us to learn practical steps you can take today to be proactive in protecting tomorrow and what you’ve worked hard to build.
About this Event

Estate Planning & Financial Strategies

Join Garret Hanson, Retirement Planner and Managing Partner of Open Range Financial Group and Attorney Addison Eubank Scott of Rainey & Rainey, for an informative conversation where they'll explore the essentials of smart financial and estate planning strategies.

In this session, Garret and Addison will discuss the legal and financial strategies that can help you plan with greater confidence. You'll learn how financial and estate planning work together, the basics of protecting and preserving assets, and practical steps you can take today to protect tomorrow.

Topics will include:

Retirement & Tax Planning: Understanding SECURE Act 2.0 and navigating tax considerations before and after retirement

Planning for Your Financial Future: Strategies for preparing for retirement and making the most of your financial resources

Trump Accounts & Family Planning: Understanding how Trump Accounts may work alongside existing family savings and investment accounts

Wills, Trusts & Other Essential Documents: What they do, why they matter, and which planning tools may be right for you

Long-Term Care Planning: Understanding the financial considerations of future care

Estate & Gift Tax Planning: A brief overview of estate and gift taxes and how they fit into your overall financial and estate plan

Understanding Your Property: How your property is classified and what can happen to your assets when you pass away

This presentation will help you better understand how financial and legal strategies can work together to protect your assets, prepare for future needs, and provide greater peace of mind for you and your loved ones.

Come with your questions and gain valuable insight from both the legal and financial perspective!