Planning for The Next Riverbend

Planning for The Next Riverbend

A Free Estate Planning Workshop

Thursday, November 12, 10-11 a.m. on Zoom

Just like our rivers, as our lives take twists and turns, it’s important to plan ahead for what’s coming around the next bend. But thinking about how to plan for your future, take care of your family, and make a difference for your community can feel overwhelming. There are a lot of options to consider, especially as factors like tax law, Social Security, and Medicare options can change year to year.   

We invite you to join Certified Financial Planner™ Priscilla Gilbert of CenterPoint Financial, who will help navigate these challenges. She will share key factors to consider when developing an estate plan, explain the latest Social Security nuances, highlight opportunities to reduce tax burdens for yourself and your heirs, and share ways you can have a lasting impact on the causes you care about.

Please RSVP below to reserve your spot. The first 5 people to sign up are eligible for a free 1-hour financial consultation with CenterPoint Financial.