Creating Your Estate Planning Blueprint

Enrichment - Adult / Money Management -

Adult Fall 2025

In light of new IRS regulations, planning for your legacy is more important than ever. Join us for an informative workshop to discuss:

How to protect your family and loved ones when you're no longer here
Strategies to pass on more than just your assets and leave a lasting legacy
Powerful tools like Qualified Charitable Distributions (QCDs) and Roth conversions
How early retirement or job changes impact your financial "blueprint"

Receive a workbook to guide you in building a secure, tax-efficient estate plan. Designed for those in and approaching retirement, discover the tools you need to protect your wealth and secure your legacy.

Terrie Amundson

Terrie Amundson, CFP®, has leveraged his math education degree for over 3 decades to simplify complex financial decisions for retirees in the South-East Metro. He specializes in strategic retirement tax planning. Pay Less to the IRS.

September 2025