Wills & Trusts Educational Workshop

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Program Type:

Financial Literacy, Seminar

Age Group:

Adults
Please note you are looking at an event that has already happened.

Program Description

Event Details

Join Brad Allan, President & Retirement Specialist at The Allan Agency, for a Wills & Trusts Educational Workshop. During this educational class you will learn:

  • How to protect your IRAs and retirement plans which will likely become the largest assets you leave behind.
  • How to protect your beneficiaries from losing their inheritance to lawsuits, creditors, government claims & MEDICAL.
  • Why a Will does not avoid costly and time consuming Probate Court & advantages of revocable living trusts.
  • Understand if a living trust is the only document I need to handle my estate.
  • Understand changes to Tax INCREASES in 2025.
  • Protect your Retirement Savings from the Next Big Market Correction.

Free | Reserve your seat today! 

To register by phone, please call 866-679-2277. To reserve your seat online, please visit myrsvp.biz/?id=268062.

Disclaimer(s)

Accessibility

The library makes every effort to ensure our programs can be enjoyed by all. If you have any concerns about accessibility or need to request specific accommodations, please contact the library.