Just like a house needs a solid foundation, your estate plan begins with the basics. We’ll cover the essentials: wills, trusts, & retirement accounts; before we build on that foundation to explore how tax efficient strategies and legacy planning shape your financial future. This workshop is designed for retirees, giving you the knowledge to create a lasting legacy for your loved ones.

You’ll learn:

• Why Roth conversions are powerful tools today
• How to adjust estate plans for IRA beneficiaries under new IRS regulations
• How to pass on more than just your assets and leave a meaningful legacy