Planning ahead is one of the greatest gifts you can give your family. Join fellow Bears at this free seminar and hear important information from our panelists to help you navigate your estate planning path.
Knowledgeable estate planning experts and their topics of conversation will include:
Travis Freeman, CFP®
Estate conversations with family
Long term care planning
Implementing your estate plan
Bryan Krueger, CPA
Advantages and pitfalls of recent tax law changes
Tax strategies for individuals and business owners
Tax efficient estate planning
Christine , J.D.
Basic estate planning documents
Why use a trust instead of just a will
Gun trusts
Bring your questions and receive trustworthy answers while enjoying a complimentary continental breakfast.
Please register in advance to assist us in preparing enough food and space.