Purpose of Meeting
Join us for a free educational course hosted by Understanding Estate Planning.
What we'll focus on:
6 strategies for a strong generational plan
Trusts, Wills, and other Documents retirees may need to better secure an Estate
How to protect your family and loved ones when you no longer can
Strategies that could help reduce taxes and protect your Estate
Understanding when to use a Will, a Trust, or other strategy may be the best way to protect your Estate.
This presentation is strictly informational.
Understanding Estate Planning is a not-for-profit organization with a goal to provide education to Florida retirees. Course instructors are local professionals with a background in Education, Estate Planning, and Retirement Services.
About Us
Fully understanding estate planning can be difficult; we aim to help reduce some of the stress and uncertainty that may come with it by offering educational courses to communities in Florida. Our classes are free to attend and taught by local professionals. Join the more than 3,000 families that go through our educational courses each year.