10:00 AM - 11:00 AM Central
Community
Financial Planning for the Future: Making It Easier for Those You Love
Presented by David Holstein and Dustin Barker, Financial Advisor, Osaic Institutions, Inc./First State Financial
Are you prepared to simplify matters as much as possible for your loved ones when the time comes? Join us for an informative class focused on the practical steps you can take now to ease the burden on your survivors, executors, and beneficiaries. We’ll walk through how to organize your important documents and affairs so that those entrusted with settling your estate have everything they need close at hand. Additionally, we’ll cover key tax planning considerations related to retirement accounts, helping you make informed decisions that can have a lasting impact on the people you care about most. Whether you’re just beginning to think about these matters or looking to make sure everything is in order, this class will provide the guidance and peace of mind you deserve.
To help us better prepare, registration is suggested but not required.
| 5/30/2026 |    |