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Creating Your Estate Planning Blueprint for 2025 and Beyond

Activities - Adults 55+ / Thompson Park Activity Center WSP / Lifelong Learning -
Adult 55+ Sept 25-Aug 26

In light of new IRS regulations, planning for your legacy is more important than ever. At this informative workshop, we will discuss:

  • Protecting your family/loved ones when you're no longer here
  • Strategies to pass on more than just assets, and leave a lasting legacy
  • Powerful tools like Qualified Charitable Distributions and Roth conversions
  • How early retirement or job changes impact your financial “blueprint”

Workbook provided to guide you in building a secure, tax-efficient estate plan. Get the tools needed to protect wealth and secure a lasting legacy.

Instructor: Terrie Amundson, CFP® Financial Advisor

 September 2025 
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Map/Locations
Locations
197 Thompson Park Activity Center
1200 Stassen Ln
West St. Paul, MN 55118
1992-F25
District 197 - 197 Thompson Park Activity Center : 197 Thompson Park Activity Center
Monday, Sep 22
1:00 - 2:30 PM
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$ 4.00
1 session