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Creating Your Estate Planning Blueprint


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

Build a strong foundation for your estate plan in this workshop, covering wills, trusts, retirement accounts, and tax-efficient strategies. Learn how Roth conversions can benefit you, adjust IRA beneficiary plans under new IRS rules, and create a meaningful legacy beyond assets. Retirees will receive workshop slides with key points and actionable strategies to help secure their financial future.

Instructor: Terrie Amundson, CFP®, 30+ years of experience guiding retirees in St. Paul

 March 2026 
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1144-W26
District 197 - 197 Thompson Park Activity Center : 197 Thompson Park Activity Center
Monday, Mar 2
10:00 - 11:30 AM

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$ 4.00
1 session