Description
Estate Planning Essentials: Protect What Matters Most
Presented by Tyler Adams, CFP® and Nathan Skemp, J.D.
Planning ahead brings peace of mind - for you and the people you love.
Join local estate planning attorney, Nathan Skemp, and financial advisor, Tyler Adams, for a friendly, informative workshop designed specifically for retirees and those nearing retirement.
We'll walk you through the key pieces of a smart, simple estate plan - like wills, powers of attorney, and beneficiary designations - and explain how to avoid common pitfalls like probate and outdated documents.
You'll also learn:
- Why reviewing your plan every five years is essential
- How to protect your loved ones and your legacy
- Simple steps to start meaningful conversations with your family
- What changes in Federal law could affect your existing plan
No pressure. No sales pitch. Just knowledge to help you take the next step with confidence.
Hosted By: Onalaska Park & Rec Community Education
Location: Dash Center Onalaska
Date & Time: Tuesday, August 26th at 10:00am
How to Register: Register Here
Date and Time
Tue, Aug 26, 2025
10:00a - 11:00a CST