Thu, Oct 22
|Central Point Parks and Recreation
Estate Planning
Learn the essential steps of estate planning and how wills, trusts, and a coordinated financial plan can protect your assets, your wishes, and the people you care about.
Time & Location
Oct 22, 2026, 5:30 PM – 6:30 PM
Central Point Parks and Recreation, 235 S Haskell St, Central Point, OR 97502, USA
About the event
What would happen if something happened to you tomorrow—would the people you trust carry out your wishes, or would the court decide? This class breaks estate planning into three clear steps and answers five essential questions. You’ll learn about wills, trusts, which assets belong in a trust, common planning myths, and what can happen when no plan is in place. We’ll also explore how estate planning protects more than your assets and how your financial advisor can help ensure your investments and financial plan work together with your wishes.