Estate Planning Seminar
Date and Time
Wednesday Feb 25, 2026
7:00 PM - 7:00 PM CST
Location
When: Wednesday, February 25th at 7pm
Where: Lodi High School – 1100 Sauk St. Large Group Instruction Room (LGI) near the gym
Fees/Admission
This is a free community event
Contact Information
Brooke Morter
Send Email
Description
Join the Milestone Team, local attorney - Geoff Lorenz, and Advanced Planning Consultant - Bryan Fecteau for one hour to learn clear, reliable information directly from estate planning experts on how to avoid common estate planning pitfalls that cause family stress!
What You Will Learn:
- Wills vs. Trusts
- The Probate Process
- Estate and Tax Implications
- Smart Gifting Strategies
- Healthcare & Long-Term Care Planning Considerations
- Real Estate Planning Considerations
- Account Titling & Beneficiary Designations
