Lunch & Learn at River Birch Lodge

Protect What You’ve Built: Simple Legacy & Tax Planning (Lunch Included)
Join us for a free educational lunch and learn how upcoming Social Security changes could affect your future financial independence and what practical steps you can consider now to stay on track. We value your time, so we will begin promptly at 12:15 and conclude at 12:45.

Date: Wednesday, January 21, 2026 at 12:00 pm (doors open at 11:45 am)
Location: River Birch Lodge
Cost: FREE (Registration required)

What you’ll walk away with:

• The most common planning gaps that create headaches for families—and how to avoid them
• Straightforward ways to potentially reduce taxes now and later
• How to organize beneficiaries and key documents so your wishes are easier to carry out
• Options that can help protect inheritances for children and grandchildren
• A simple framework for multi-generation planning (six building blocks)

Also covered (as time allows): 529 plans, Roth conversion basics, and retirement risk decisions.

Registration is above!
Seating and lunch is limited. 
Note: Adults 55+ only. No children, please.