Creating Your Estate Planning Blueprint

A secure financial future begins with a solid estate plan. Join Terrie Amundson for an informative workshop covering wills, trusts, retirement accounts, tax-efficient strategies, and legacy planning. Learn how to protect loved ones, transfer wealth thoughtfully, and explore tools such as Qualified Charitable Distributions (QCDs) and Roth conversions. Participants will receive a workbook to help create a personalized estate planning blueprint.

Presenter: Terrie Amundson, CFP