Legal Planning Educational Workshop
Join Town and Country Bank for a free, educational event on June 12 from 5:30 – 7:30 pm at Colton’s Steakhouse, where local professionals share real-life stories and expert strategies to help you:
Avoid Court & Conflict with proactive estate and incapacity planning using revocable living trusts and powers of attorney.
Protect Your Retirement Accounts by understanding the tax traps and planning opportunities around RMDs, Roth conversions, and beneficiary designations.
Navigate the Realities of Aging & Death through true stories of families who faced delays, legal costs, and disputes due to lack of planning—or poor planning.
Understand Your Bank’s Role and what documents are needed to access accounts or assist a loved one—without needing court involvement.
Learn Why a Team Approach Matters—hear how attorneys, bankers, and financial advisors work together to ensure your plan is coordinated and complete.
Get Your Questions Answered in an open Q&A session with local experts in law, finance, and banking.
For more information, click the flyer below: