About this Event
The Journey: Estate Planning Before, During and After Retirement
Are you prepared for the next chapter of your life? Discover how strategic retirement planning secures your financial future and protects, optimizes, and positions your estate to benefit your loved ones - before, during, and after retirement.
You’ll learn how to build a retirement roadmap that provides insight into income security during your retirement years and addresses essential estate planning concerns such as:
- How to protect and preserve your assets
- Key retirement income strategies for today’s economic climate
- Estate planning techniques that minimize taxes and legal hurdles
- Ways to ensure your legacy benefits your loved ones before, during, and after retirement.
Whether you are approaching retirement or simply planning, this seminar offers valuable insights for individuals and families seeking to make informed financial decisions. Don't miss this opportunity to gain peace of mind and a clear action plan.
Products provided by FSB's Trust Division are not insured by the FDIC or any other Federal Government Agency; are not deposits or other obligations of the bank, are not guaranteed by this institution; and are subject to investment risks, including the possible loss of the principal invested.
Event venue & nearby stays
Marion Public Library, 1101 6th Avenue, Marion, United States