Passport to Retirement® Estate Planning Workshop
Join Fitzwilliams Financial for a comprehensive two-day educational workshop designed to help individuals and couples better understand the financial, legal, and personal decisions that can shape retirement and legacy planning.
This interactive workshop explores many of the most important questions retirees and pre-retirees face today, including:
• How to help protect your assets and loved ones
• Strategies to potentially reduce taxes in retirement
• Estate planning fundamentals, including wills and trusts
• How beneficiary designations can impact your legacy
• Retirement distribution and income planning considerations
• Medicare, long-term care, and health-related planning topics
• Ways to help preserve wealth for future generations
Through real-world examples, guided discussion, and educational materials, attendees will gain practical insights into retirement and estate planning concepts in a straightforward and easy-to-understand environment.
On Day 2 of the workshop, our in-house Estate Planning Attorney will join us to present on estate planning strategies, wills, trusts, probate considerations, and legacy planning topics.
Each household will receive a comprehensive workbook and educational materials to reference long after the workshop concludes.
Workshop Details:
• Two-Day Educational Workshop
• Tuition: $50 per household
• Spouse or guest may attend at no additional cost
• Advance registration required
This workshop is educational in nature and is designed to help participants become more informed and confident when making retirement and estate planning decisions.
Space is limited and registration is required.