Broker Check
01 April
Essentials of Estate Planning

Description

If you are retired or getting close to retiring, there is much you will need to know and understand to make this the retirement you have always dreamed of.  This course will teach you fundamental principles of financial planning in retirement.  You will learn how to potentially:

  • Assess potential risks and uncover new investment opportunities
  • Ensure your retirement strategy aligns with post-election economic trends
  • Discover industries poised for growth and tax-saving opportunities after the election
  • Stay informed on how changing laws could affect your estate plan and wealth transfer
  • Understand why updating your financial plan now is more important than ever.

Date and Time

Tue, Apr 01, 2025

11:30a - 12:30p CST

Location

Bellaire City Library

5111 Jessamine Street
Bellaire , TX 77401
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PT1H

Event Registration

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