Estate Planning
Decorative
Non-Clients

Estate Planning Essentials January 22nd

Join us to learn the essentials when it comes to estate planning! You'll learn the ins and outs of securing your future and protecting your loved ones. Did you know that 72% of Americans don’t have an up-to-date will? And that 35% experience family conflicts because of a lack of estate planning? Don’t let that be you!

Join us for an insightful session where we’ll cover:

  • Understanding Wills, Trusts, and Powers of Attorney
  • Recent tax law changes that could impact your estate
  • Strategies to minimize inheritance taxes and legal fees
  • How to avoid probate and common estate planning pitfalls
  • Leveraging IRS tax codes for a tax-free retirement income

This workshop is your chance to get ahead and take control of your financial future. Don’t leave anything to chance—join the 28% of Americans who are ahead of the game!

We’d love to see you there!

Decorative
Jan 22, 2026
7:30 pm
Decorative
Decorative
Tria Restaurant
Decorative
FREE

Join us for an estate planning workshop to learn how to secure your future.

Event hosted by
Great Waters Financial
THIS EVENT IS AVAILABLE FOR THE GENERAL PUBLIC AND OUR CURRENT CLIENTS.
THIS EVENT IS OPEN TO THE GENERAL PUBLIC.
IF YOU ARE A CURRENT CLIENT, PLEASE CONNECT WITH YOUR ADVISOR.
THIS EVENT IS FOR CURRENT CLIENTS ONLY.