Estate & Retirement Planning Simplified
Join us for an informative and easy-to-understand workshop focused on simplifying important estate and retirement planning concepts. Choose the date that works best for you and learn practical ways to help protect your future, income, assets, and legacy.
What We’ll Cover
This complimentary workshop is designed to help attendees better understand how estate planning and retirement planning can work together to create a more organized, secure, and confident financial future.
- Important estate and retirement planning considerations
- How to help protect your retirement income, assets, and legacy
- Common beneficiary mistakes and the risks of outdated documents
- Why wills, trusts, powers of attorney, and healthcare directives matter
- Helpful ways to organize your financial and estate planning goals
- Simple next steps that may help strengthen your overall retirement plan
Estate & Retirement Planning Simplified
Join us for an informative and easy-to-understand workshop focused on simplifying important estate and retirement planning concepts. Discover helpful strategies designed to help you make more confident decisions for your future, your retirement income, your assets, and your legacy.
What we’ll cover
This complimentary educational workshop is designed to help attendees better understand how estate planning and retirement planning can work together to create a more organized, secure, and confident financial future.
- Important estate and retirement planning considerations
- Strategies designed to help protect your retirement income, assets, and legacy
- Common mistakes involving beneficiaries and outdated documents
- Why wills, trusts, powers of attorney, and healthcare directives may be important
- Helpful ways to organize your financial and estate planning goals
- Simple next steps that may help strengthen your overall retirement plan
Estate & Retirement Planning Simplified
Join us for an informative and easy-to-understand workshop focused on simplifying important estate and retirement planning concepts. Choose the date and time that works best for you and discover helpful strategies for your future, retirement income, assets, and legacy.
Bellevue Regional Community Center
7638 Hwy 70 S, Nashville, TN 37221
What we’ll cover
This complimentary educational workshop is designed to help attendees better understand how estate planning and retirement planning can work together to create a more organized, secure, and confident financial future.
- Important estate and retirement planning considerations
- Strategies designed to help protect your retirement income, assets, and legacy
- Common mistakes involving beneficiaries and outdated documents
- Why wills, trusts, powers of attorney, and healthcare directives may be important
- Helpful ways to organize your financial and estate planning goals
- Simple next steps that may help strengthen your overall retirement plan
Seating may be limited. Use the registration page to select your preferred workshop date and reserve your seat.
Reserve your seat