Event Calendar

LUNCH & LEARN: ESTATE PLANNING - September 18th 10am - 12pm in the Annex Estate planning is one of the most important, and often overlooked, parts of a successful retirement plan. Join us for a free Estate Planning Lunch & Learn in the Annex where we’ll cover tax-smart wealth transfer, long-term care options, vital estate documents, and more! Whether your goal is protecting your family, preserving your assets, or ensuring your wishes are honored, having the right plan in place can make all the difference. Lunch provided for all attendees by our sponsor Innovative Financial Group and Government Benefit Educators.

 

Click HERE to Register on August 19th