Wed, 10 Jun 2026 12:00 PM - 1:00 PM

Workshops

When Life Gets Legal - Trusts and Smart Planning Tools

Take your planning to the next level by learning how trusts and other legal tools can help manage assets and provide for loved ones. We’ll outline different types of trusts, when they’re most useful, and how they can protect property or simplify decision-making. Gain clarity on building a plan that supports your goals and long-term peace of mind. 

Register online

View all When Life Gets Legal sessions and watch recordings

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