Broker Check
19 Nov
Essentials of Estate Planning - Minnetonka, Minnesota

Description

The American Financial Education Alliance (AFEA) is one of the fastest-growing non-profit financial wellness programs in the country. As an IRS-approved 501(c)(3) non-profit organization, AFEA's mission is to inform and empower Americans to take control of their finances by providing comprehensive financial education in communities nationwide. 

The Essentials of Event Planning course will cover the following topics:

  • Understanding probate
  • The importance of wills, living wills, health care powers of attorney
  • Do you need a trust
  • How to maximize the living & death benefits of life insurance
  • How to use current IRS tax codes to create a tax-free retirement
  • How to keep your estate private
  • The most common estate planning traps to avoid

RSVP is required. Please call (844) 211-6119 RSVP #4995.

Date and Time

Wed, Nov 19, 2025

1:00p - 3:00p CST

Location

Minnetonka Community Center - Shady Oak Room

14600 Minnetonka Blvd
Minnetonka , MN 55345
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PT2H

Event Registration

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