A working session on the three pieces of your plan that are easiest to put off — estate documents, tax strategy, and retirement income — led by Darren Lepak, ChFC.
Is your estate documented the way you actually want it handled — wills, trusts, and beneficiaries, kept current.
Where proactive tax planning, not just annual filing, can quietly change your long-term outcome.
Turning savings into a spending plan you can actually follow, without the guesswork.
Seating is limited in the Public Works Lunch Room — grab the time that fits your schedule.
Questions before then? Reach Darren directly at 612.445.0313 or dlepak@fiatwm.com.