March 26 @ 9:00 am - 10:00 am CDT RetireU – Estate Planning: It is for Everyone! Webinar Beneficiary Planning • Wills vs. Trusts • The tax that effects most – tax on Retirement Assets • Probate • Executor Responsibilities • The working tools of an Estate Plan – Powers of Attorney and Living Wills • What strategies are available?
March 26 @ 3:00 pm - 4:00 pm CDT HelpUThrive – Roth IRA/401(k) vs Traditional IRA/401(k) Webinar Traditional IRA/401(k) -- Roth IRA/401(k) -- What else is available? -- Flexibility -- Having it both ways