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Middleton Public Library
Address: 7425 Hubbard Avenue, Middleton, WI 53562
Phone: 608-831-5564     Email: info@midlibrary.org
EVENT FOR ADULTS


Estate Planning & Your Finances

Thursday February 27 at 6:30pm    
In the downstairs Archer Room (through the lobby stairwell)

Sign-up Required
(event is over)

We will cover the basic decisions of Estate planning as it relates to your retirement, investments, financial planning, and your desired legacy. The course is appropriate for everyone concerned with what will happen to their money once they are gone or die unexpectedly, or have family members with special needs. The importance of wills and trusts and how to avoid making common mistakes in relation to your money will be covered. Basics about wills, trusts, and living trusts are explored and resources for further information will be available. • Estate planning as it relates to your retirement • Investments, financial planning, and your desired legacy • What will happen to their money • Family members with special needs plans • Importance of wills and trusts and how to avoid making common mistakes • Resources for further information on wills & trusts Presented by Laurie Ellis-McLeod, AERIE Preferred Financial Group LLC

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