Join us for our November seminar as we explore the important roles within an estate, what each role is responsible for, and why understanding these responsibilities can make a meaningful difference in your overall plan.

Date: Thursday, November 19

Session: 5:00 PM

Location: 121 E Lincoln Way, Jefferson, IA or via Zoom

Whether you’re building your estate plan, reviewing an existing one, or simply looking to become more informed, this session will help you better understand how the pieces fit together.

We look forward to helping you build confidence in your plan and take meaningful steps toward protecting the legacy you want to leave behind.