Senior Financial Series: Estate Planning Basics

Event Type:

Adults, Class, Consumer/Finance, Intergenerational, Seniors

Age Group:

Adult, Senior
  • Registration is required for this event.
  • Registration will open on August 5, 2025 @ 11:00am.

Event Details

Senior Financial Series: Estate Planning Basics 

No matter what your financial situation, finding credible information to help manage your money is important. This is especially true for seniors and retirees. Join us for the Senior Financial Series where we will take a closer look at the money matters that matter most as we age into retirement and beyond.

This month, join us and presenter Gregory Beal CFP® with the nonprofit Association of Financial Educators (AFE) as he addresses many important estate planning questions and topics. If you own any assets, property, or possessions, Estate Planning is essential. The principles covered in this class are things you can do on your OWN to ensure your assets are transferred to the right individuals. Registration is required.