top of page
Thu, Jun 25
|Zoom
Estate & Retirement Planning Simplified
Learn how to protect your assets, avoid probate, and create a more secure, tax-efficient retirement plan in this informative workshop.
Registration is closed
See other eventsTime & Location
Jun 25, 2026, 5:30 PM – 6:30 PM
Zoom
Guests
About the event
Join us for an Estate & Retirement Planning Simplified Workshop, led by Chris Donica, Attorney at Law, and Melissa Mlasko, CFF.
Is your current plan at risk due to an outdated power of attorney? Are you concerned about protecting your hard-earned savings? This informative workshop is designed to help you gain clarity and confidence in your financial future.
Topics covered include:
Wills vs. trusts: understanding the key differences
What probate is and how you may be able to avoid it
The importance of powers of attorney and healthcare directives
bottom of page