Estate planning is a critical step for anybody. This is true regardless of your age, wealth level, or financial expertise.

Join local financial planner Bryce Schuler, CFP® from BaldwinClarke and attorney Tim O’Brien from Upton & Hatfield for their Estate Planning 101 session. This 45-minute seminar will break down the essential elements of estate planning, including wills, trusts, beneficiaries, and everything in between.

 You’ll gain practical knowledge to protect your assets, care for loved ones, and make your wishes clear no matter your stage in life. Whether you’re just starting out or revisiting your current plan, this session will give you the foundation to plan with confidence.

In-Person Program. Registration Required.