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Creating Your Estate Planning Blueprint for 2025 And Beyond


Courses - Adult Enrichment / Money -
Adult Enrichment 2025-2026

With new IRS regulations, planning for your legacy is more important than ever. In this informative workshop we'll discuss:

• How to protect your family when you're no longer here • Strategies to pass on more than just your assets and leave a lasting legacy • How powerful tools like Roth Conversions minimize taxes for your loved ones Participants will receive a workbook to guide in building a tax-efficient estate plan. Designed for retirees, this workshop will provide tools to protect your wealth and secure your legacy.
 September 2025 
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 October 2025 
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5217-F25
IGH School District - IGH Middle School : Flexible Learning Space
Tue Sep 30 & Thu Oct 2
6:00 - 7:30 PM

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Price: $ 0 00