F10:Retirement Reinvented III: Estate Planning & Your Personal Retirement Plan

Estate planning is the process of indicating how you want your assets distributed. Learn about the importance of estate planning objectives and what to consider within that plan. Planning is an essential step in helping to provide the financial security necessary to enjoy the lifestyle you want in your retirement. Complete the fact finder to step in the direction of retirement success – becoming actively involved.

Purpose: Learn about estate planning and how to ensure a personal successful retirement

Facilitator: Kenny Wise (Guest Presenter - Touchstone Wealth Partners)