This 3-part series focuses on your need to preserve what matters most, protect your legacy, and transfer wealth and property wisely. Presenters Judi Wilson, an attorney with Wagner Oehler, Ltd., Josh Dascher, a Financial Advisor with Thrivent, and Janet Swanson, a local Realtor, share their expertise. You will learn about preserving assets both while you are alive and when you are gone; protecting those assets from various threats to a comfortable future, and passing on that wealth and property in well thought-out ways.
You will receive valuable information you can use, as well as handouts to help you move forward. Be sure to register for all three seminars as each will focus on a different topic. Register today!