Creating Your Estate Planning Blueprint
A strong estate plan starts with a solid foundation. Explore the essentials of wills, trusts, and retirement accounts, then build on that knowledge with strategies for tax efficient wealth transfer and legacy planning. Gain practical insights to help protect your assets, support your loved ones, and create a lasting financial legacy.
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
Terrie Amundson
Instructor
Terrie Amundson, CFP®, has leveraged his math education degree for over 30 years to simplify complex financial decisions for recent and soon-to-be-retirees. Located in St. Paul, he specializes in strategically helping St. Paul residents pay less to the IRS.
4641FA
Starts Thu, Nov 5th 2026
6:30 - 8:00 PM
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Price:
3 Options
Min Age 16 yr.
Instructors:
- Terrie Amundson
| Date | Time | Location |
|---|---|---|
| Thu, Nov 5th 2026 | 6:30 - 8:00 PM | 1780 West 7th |
Map / Location