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Living Your Legacy: Retirement, Estate and Charitable Planning Strategies
October 23, 2022 @ 11:30 am - 1:00 pmFree
This is a walk-through of the foundational retirement income planning, tax-efficient wealth transfer, and charitable planning concepts.
Speaker: Cathy Eagan received her BA and JD from the University of Minnesota. She has worked in financial services her entire 31-year career, first at Thrivent and now at Ameriprise. She helps financial advisors with their clients’ estate plans. In addition to her law degree she holds the Certified Financial Planner® designation, and for many years taught the estate planning section of the CFP® to candidates.
Cathy and her husband Patrick have been members of Central since 2002.
A lunch will be provided.
This is an in-person event – This event is “free” but we request that you “RSVP” for each person attending
RSVP – Register on the web or send an email with each person’s name and, optionally, their email for updates, to “firstname.lastname@example.org”.