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Creating Your Estate Planning Blueprint


Adult Classes and Activities / Manage Money -
Fall 2025

In light of new IRS regulations, planning for your legacy is more important than ever. Join us for an informative workshop where we'll discuss: 

  • *How to protect your family and loved ones when you're no longer here
  • *Strategies to pass on more than just your assets and leave a lasting legacy
  • *Powerful tools: Qualified Charitable Distributions and Roth conversions
  • *How early retirement or job changes impact your financial "blueprint"

Participants will receive a workbook to guide them in building a secure, tax-efficient estate plan. Designed for retirees and those approaching retirement, this workshop will provide the tools you need to protect your wealth and secure your legacy.

Terrie Amundson

Terrie Amundson, CFP®, has leveraged his math education degree for over 30 years to simplify complex financial decisions for recent and soon-to-be-retirees. Located in Inver Grove Heights, he specializes in strategically helping Southeast metro residents pay less to the IRS.

 October 2025 
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  Terrie Amundson


East Ridge High School : 1013 Blue Center
Tuesday, Oct 7
6:00 - 7:30 PM

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Min Age   15 yr.

Price: $ 15 00