Retirement by Design is a presentation that illustrates how you can translate your vision for retirement into tangible goals. Whether you are 10 or 40 years from retirement, you’ll learn investment strategies to help design the retirement you want. We’ll also discuss how you can add flexibility to your strategy to help you handle unexpected events and how you can keep your strategy on track.
Do you know where your assets will go when you die? If not, our Preparing Your Estate Plan presentation will help familiarize you with the basic steps of planning for your estate, including the function of a will and the different types of trusts. An estate-planning attorney, Kristy Hapworth of Rudman Winchell, will be presenting at this event.