It’s easy to think estate planning is all about what happens to your money, but that’s not really true. In reality, estate planning is all about what happens to your family. Join us for an informative seminar, The Basics of Estate Planning, with featured speaker and attorney Roger D. Smith.

We’ll cover various topics, including: 

• Living Trusts--do you need one?    
• Income-- will your income last as long as you do?    
• IRAs/401(k)s--how much do you have to take?
• Probate-- how do you avoid it?
• Portfolio Allocation--at what age should you adjust your portfolio?

 Pick the time and date that best work for you:

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