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Creating Your Estate Planning Blueprint


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

Your estate plan is your financial blueprint and just like a house, it needs a strong foundation. Discover simple steps to protect loved ones when you no longer can, how Roth conversions and other strategies can lower taxes, new IRS rules for IRA beneficiaries, ways to safeguard inheritances from creditors, divorce & bankruptcy. You'll leave with practical tools to build a secure estate plan for you and your family.

Instructor Terrie Amundson

Terrie Amundson

Instructor

Terrie Amundson, CFP, has leveraged his math education degree for over 30 years to simplify complex financial decisions for recent and pre-retirees. Located in Inver Grove Heights, he specializes in assisting individuals to strategically pay less to the IRS.

 April 2026 
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6409-W26

  Terrie Amundson


District 197 - 197 Two Rivers High School : A264 Work Readiness Center
Tuesday, Apr 28
6:00 - 7:30 PM

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$ 12.00
1 session