Join us for our 2nd Annual Life Planning Blueprint: Taxes, Wealth & Legal Essentials, an engaging and informative event designed to help you navigate the key components of financial, estate and legacy planning with confidence.
Hear from an experienced panel of experts as they share valuable insights on protecting your assets, minimizing taxes, preserving your legacy, and making informed legal and financial decisions now and for the future. Whether you attended last year’s event or are joining us for the first time, you’ll benefit from a brief review of foundational concepts, along with a deeper dive into important planning strategies and topics expanded for this year’s program.
No matter where you are in life’s journey, just beginning your career, preparing for retirement, or enjoying your retirement years, this event offers practical guidance and valuable takeaways for every stage of life. It’s never too early or too late to be intentional about your estate plan, your wishes, and the legacy you leave behind.
We look forward to helping you build a stronger foundation for the future.
Monday, August 17th, 2026
Legacy of the Lakes BoatHouse – 205 3rd Ave W, Alexandria, MN 56308
4:30 – 6:30PM
4:30 Reception | 5:00pm Panel Presentation
This event is FREE to attend but RSVP is required.
Heavy appetizers will be provided.
