This free seminar is hosted by FBCWS and presented by The Association of Financial Educators
None of us knows what the future holds, but we can take steps today to make life easier for the people we love tomorrow.
Whether you're raising children, preparing for retirement, caring for aging parents, or simply wanting your affairs to be in order, thoughtful planning can help protect your family and make a difficult time a little less overwhelming.
Many people have a will, retirement accounts, or life insurance but are surprised to learn those pieces don't always work together the way they expect. Others simply haven't gotten around to creating a plan.
Join us for this complimentary educational workshop as we explain how wills, trusts, beneficiary designations, retirement accounts, and essential legal documents fit together. You'll gain a better understanding of the decisions involved, learn about common planning mistakes, and leave with practical ideas to discuss with your own legal and financial professionals.
Did You Know?
More than half of American adults don't have an up-to-date estate plan.
Retirement accounts and life insurance are generally distributed according to the beneficiaries you've named—not your will.
Many estate planning issues aren't discovered until a family is facing a medical emergency or the loss of a loved one.
A well-designed plan isn't just about having the right documents—it's about making sure they work together.
What We'll Cover
The differences between a will and a trust.
How beneficiary designations affect retirement accounts and life insurance.
Ways to help simplify the estate settlement process for your loved ones.
The purpose of powers of attorney and healthcare directives.
Common planning mistakes and how they can often be avoided.
Planning considerations for young families, retirees, blended families, and those caring for aging parents.
When it's time to review your estate plan as life changes.
Who Should Attend?
This workshop is designed for anyone who wants to be better prepared, including:
Parents and grandparents.
Adults preparing for or enjoying retirement.
Anyone with a will, trust, retirement account, or life insurance policy.
Individuals caring for aging parents or loved ones.
Anyone who wants a better understanding of how these important planning tools fit together.
Planning ahead is one of the most practical ways we can care for the people God has entrusted to us. Whether you're creating an estate plan for the first time or reviewing one you've had for years, we hope you'll join us for an informative, practical conversation that will help you understand your options and prepare for the future with confidence.