This course will provide you with an understanding of estate planning! We will learn the basics in order to make educated decisions regarding your estate. Presented by attorneys at Klemp & Stanton, you will discuss a variety of topics such as wills vs. trusts, power of attorney, health care directives, estate tax, and common misunderstandings of estate planning. Through clear explanations, real-life examples, and a focus on practical application, this course will empower you to create a tailored estate plan that reflects your personal goals.

This is a two-day course that covers all personal finance topics related to retirement: income, living expenses, inflation, taxes, insurance (Medicare, long-term care, life insurance, etc.), estate planning, and investment strategies. A course book is included that attendees can keep and follow along with throughout the course. As part of the class, case studies and real world scenarios are offered to help attendees apply each topic to their own personal situation. Registration includes one workbook from the Pine Grove Financial Group. A guest/spouse included in registration at no cost.