Estate Planning Essentials
December 7, 2025 • 3:00pm -4:30pm
Estate planning isn’t just for the wealthy—it’s a vital part of securing your legacy and protecting your loved ones. In this session, Senior Analyst Ben Rones, CFA®, and Senior Financial Planner Josh Richardson, CFP®, will walk you through the key elements of building a thoughtful estate plan.
You’ll gain insights on:
Why everyone needs a will (and what happens if you don’t have one)
The role of trusts in protecting assets and streamlining the transfer process
How to minimize taxes and maximize what you leave to heirs
Strategies for charitable giving and legacy planning
Steps to keep your plan up to date with changing laws and life events
This discussion will help demystify estate planning and equip you with the knowledge to take action—whether you’re creating your first plan or refining an existing one.
Complimentary wine is included.
