LIVE Virtual Workshop: Estate Planning
Understanding the Power of Wills, Trusts and Tax Strategies
Join us for this Virtual Workshop part of our Money Matter$ financial planning series
Learn the three parts of a will and who gets one. Wonder what “probate” means and if it be avoided? What is the real power of a trust and are there tax benefits? Learn the meaning of “tax-free inheritance” and “lifetime giving exclusions” and how to incorporate them into your estate plan. Discuss strategies that will assist you in minimizing your death/estate taxes while maximizing your assets.
Presenter: Tyler Wrezenski is the Director of St. Louis Operations for the Foundation for Financial Education, one of the largest and fastest growing 501(c)(3) non-profits in the country.
Tyler is passionate about helping people plan for the effects of taxation and inflation on their life’s savings. He strives to understand the unique needs of each client and treats the financial decisions they must make as if they are his own. Throughout his career he has been helping families plan for worry-free retirement.
In addition to 10 years of client service, Tyler is also active in the local community. He is a board member of the McLean County Regional Planning Commission and has been the local chapter president of the Society for Financial Education, a non-profit organization dedicated to eradicating financial ignorance within the community.
Registration is required.
If you're interested in finance, check out our Spring 2020 MONEY MATTER$ series:
Apr 28, LIVE Virtual Workshop: Navigating a Financial Crisis
Main Library
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