Essential Estate Planning Strategies Seminar

April 3, 2025

Forward Bank - Community Room (1001 N. Central Ave., Marshfield, WI 54449) | 10:00am CDT

Whether you're just beginning or need to update your plans, this session will provide valuable information to guide you through the estate planning process.

What is a power of attorney? Does a will or trust protect my assets? Is it too late to start planning?
Join us for an informative session covering essential estate planning topics, including powers of attorney, guardianship, wills, and trusts. Learn how to protect your assets, explore options for funding long-term care, and discover strategies to safeguard your home from nursing home liens. It’s never too late to start planning—take the first step today!
Our guest speaker, Jessica Merkel from Grosskopf & Bruch Law Firm, will share expert insights and practical tips to help you start or revisit your estate planning. Whether you're just beginning or need to update your plans, this session will provide valuable information to guide you through the process.
Everyone is welcome — bring a friend or family member.
This event is also being offered on April 3 at 6pm (Marshfield), April 17 at 10am (Medford), and April 17 at 6pm (Medford).  
Insurance and Investment products are *Not FDIC Insured *No Bank Guarantee *May Lose Value *Not Insured by Any Federal Government Agency *Not a Deposit