Broker Check
26 Aug
Estate Planning Essentials: Protect What Matters Most

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wills, powers of attorney, and beneficiary designations - and explain how to avoid common pitfalls like probate and outdated documents.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

Location

Dash Center

515 Quincy St
Onalaska , WI 54650
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PT1H

Event Registration

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