Planning Your Future: Estate-Planning Strategy Essentials Workshop

You’re invited to free workshops on Social Security, Medicare and estate-planning strategy.

Visit event page to reserve your spot

Workshop #2 – Planning Your Future: Estate-Planning Strategy Essentials Workshop | September 11, 2025

Registration opens at 5:30 pm
Presentation begins at 6:00 pm 

Free Visitor Parking / $5 Valet Parking Available  

Reserve your spot by September 8, 2025 

Concerned about your estate and maximizing your impact? This workshop explores how having an estate strategy can make things easier for your family. You will learn what documents you need to ensure your wishes are fully known and implemented.  

Key Topics: 

• Assets  

• Beneficiaries  

• Wills, trusts and other tools 

• Your choices  

Event will be facilitated by Ben Hale, CLF, CLTC, FIC, financial consultant with Thrivent Financial Group (CA Insurance ID 0D41930). 

Workshop #1 – Planning Your Future: Social Security Basics and Medicare Q&A | June 12, 2025

Reserve your spot by June 9, 2025