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Is a Simple Will Enough to Protect Your Family? Many people assume they have an estate plan — only to discover important gaps later. Join us for this workshop and learn strategies designed to help protect your assets and reduce unnecessary stress for loved ones. You’ll discover how to: 👉 Understand the differences between wills, trusts, and estate plans 👉 Help your family avoid probate delays and added expenses 👉 Coordinate retirement accounts and legacy planning more effectively 👉 Evaluate the pros and cons of IRAs, Roth IRAs, pensions, and Social Security 👉 Protect assets for beneficiaries through trust strategies 👉 Avoid common planning mistakes that may impact your family’s future Planning ahead may help your loved ones avoid difficult decisions later. Tap “Learn More” to view full event details — including venue, date, and time — and to reserve your seat. Use of the meeting space does not constitute an endorsement of the program/meeting or its content by the venue.