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UID:12@mycwib.com
DTSTART;TZID=America/Chicago:20241009T113000
DTEND;TZID=America/Chicago:20241009T130000
DTSTAMP:20240912T203742Z
URL:https://mycwib.com/events/cwib-october-2024-planning-for-the-future/
SUMMARY:CWIB October 2024 | Planning for the Future
DESCRIPTION:Join us for an insightful panel discussion on "Planning for th
 e Future\," where we will cover essential topics to help you prepare for 
 a successful and secure retirement. Our experts will address key questions
  such as:\n\n\n 	Preparing for a Successful Retirement: Learn strategies t
 o ensure your financial stability and lifestyle in retirement.\n 	Getting 
 Your Papers in Order: Understand the importance of organizing legal docume
 nts\, wills\, and other critical papers.\n 	How to Avoid Probate: Discover
  how to structure your estate to avoid probate and ease the burden on your
  loved ones.\n 	What’s Holding You Back from Moving: We’ll discuss com
 mon obstacles preventing homeowners from making a move and how to overcome
  them.\n 	The Current State of the Real Estate Market: Get the latest insi
 ghts on the housing market and how it may impact your future plans.\n\nThi
 s session is designed for individuals looking to navigate their retirement
  with confidence\, minimize complications for their heirs\, and make infor
 med decisions about their homes and finances. Whether you're considering d
 ownsizing or planning your estate\, this panel will provide actionable adv
 ice and practical steps to help you move forward with peace of mind.\nPrep
 are your questions and join us for an engaging and informative discussion!
 \nMeet our pannel of speakers:\n\nMary Beck\, Realtor\, Senior Real Estate
 . I love helping my clients find their 'best fit' and guiding them through
 out the process to make the experience as stress-free as possible. I have 
 20+ years of experience guiding buyers and sellers-- from first-time homeb
 uyers to empty nesters. I'm also a Probate Specialist\, helping families d
 uring their times of need\, and l'm also a Certified Senior Real Estate Sp
 ecialist\," Mary said. If you need something Mary can help you find someon
 e with her referral network.\n\n&nbsp\;\n\n&nbsp\;\n\nJulia N. Estrem is a
 n attorney at Collins &amp\; Estrem\, P.A. which practices in Estate Plann
 ing\, Wills\, Trust\, Probate\, Elder Law\, Real Estate and Business. She 
 loves helping individuals and families prepare a plan tailored for their n
 eeds and providing the peace of mind that comes with having a proper plan 
 in place. Julia consistently strives to find the best possible solution fo
 r each individual client's unique legal situation all while providing a se
 nsitive and easy to understand approach.\n\n&nbsp\;\n\n&nbsp\;\n\nTheresa 
 Ryan\, Financial Advisor. I became an advisor with Edward Jones to serve p
 eople in a deeper and more meaningful way. My number one desire is to help
  people by getting to know you. I want to hear your story and figure out w
 hat is important to you. Listening helps me to understand your goals and p
 urpose. Knowing these things first helps me determine a financial strategy
  built for you and your family. I use an integrated approach that helps my
  clients become more aware of their personal finances\, future needs and h
 ow one financial decision can impact another. Whether your goals include p
 reparing for\, or living in retirement\, education savings\, preparing for
  the unexpected or leaving a legacy\, we build a strategy based on you. I 
 enjoy collaborating with people who are in various stages of life\, and my
  clients include individuals\, families\, professionals\, and those seekin
 g advice.\n\n&nbsp\;
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CATEGORIES:Upcoming
LOCATION:Thai Twist\, 1009 109th Ave NE\, Blaine\, MN\, 55434\, United Stat
 es
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=1009 109th Ave NE\, Blaine\
 , MN\, 55434\, United States;X-APPLE-RADIUS=100;X-TITLE=Thai Twist:geo:0,0
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TZID:America/Chicago
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DTSTART:20240310T030000
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