Many corporate retirees assume their estate plan is up to date, only to discover outdated beneficiaries, incomplete trust funding, or missed planning opportunities. Small oversights today can create larger issues later. In this webinar, we'll discuss the estate planning items that deserve a year-end review, including beneficiary designations, trust funding status, and annual gifting strategies. You'll leave with a practical checklist to help guide your estate planning review before the new year begins.

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is not affiliated with or endorsed by your company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.