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Creating Your Estate Planning Blueprint


Enrichment - Adult / Money Management -
Adult Spring 2026

In light of new IRS regulations, legacy planning is more important than ever. In this informative workshop learn how to protect your family and loved ones, pass on more than just your assets and use powerful tools like Qualified Charitable Distributions (QCDs) and Roth conversions. Discover how early retirement or job changes impact your financial "blueprint."

Receive a workbook to guide you in building a secure, tax-efficient estate plan. Ideal for those nearing retirement. 

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.

 April 2026 
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  Terrie Amundson


Black Hawk Middle School : Lec A
Thursday, Apr 30
6:30 - 8:00 PM

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Min Age   18 yr.

Price: $ 15 00