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Hosted by Caruthers Tax & Financial Solutions, the series of events through our seminars and workshops is offered complimentary to our community. Stay informed about today's economic climate and learn more about retirement options by joining us at one of our financial seminars. Call today or click on a date below to get started in reserving your seat for one of our upcoming events.
Live Events
Events in January–February 2026
- There are no events scheduled during these dates.
Live Webinars
Events in January–February 2026
February 14, 2026 (1 event)
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February 14, 2026Should you have a Will or a Trust? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse and childrens’ inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs.
In this 60-minute presentation, we will be covering:
- How to protect your assets and reduce taxation
- How to avoid probate
- The difference between revocable and irrevocable trusts
- How to control who gets what, when, and how
- Common misconceptions about estate planning
- Strategies and methods available to retirees to help develop an estate plan
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