Surviving Retirement a Guide to Estate Planning by COS Alpha III Wealth

Hosted by the COS Alpha 3 Wealth Office, this no-obligation event is designed to empower you with the knowledge you need to make informed decisions about your financial future and legacy. Whether you're approaching retirement, already retired, or simply looking to get organized, this session will provide practical guidance on protecting what matters most.

• Wills vs. Living Trusts – Understand the key differences and decide what’s right for your situation.
• Why an Estate Plan is Essential – Especially if you own a home or have significant assets.
• Powers of Attorney – Learn what they are, how they work, and why they’re critical.
• Minimizing Taxes on Retirement Accounts – Strategies to reduce taxes on IRAs, 401(k)s, and other retirement income.
• Income Planning – How to ensure you don’t outlive your savings.
• Asset Allocation – Should you be reallocating your portfolio for better results?
• Tax Law Changes – How recent updates could impact your retirement and estate plans.
• Organizing Your Finances – Make it easier for your loved ones by organizing documents and plans in advance.

This is a free, no-pressure educational event. There is nothing to buy, just valuable, actionable information to help you plan for your future with clarity and confidence. Whether you're creating your first estate plan or updating an existing one, this session will give you the tools to do it right.

Classroom: Penrose Columbine A

Please don’t hesitate to reach out with any questions.

[email protected]

Peter Wierenga (208) 800-1603

Know what’s Happening Next — before everyone else does.

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Host or Publisher Boise Alpha III Wealth