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Trusts & Estate Planning: Look After Your Legacy and Loved Ones

Date

Thursday, October 16, 2025

Time

12:00 PM America/Los Angeles

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Agenda

About this event

Planning for the future goes beyond your own retirement years. In this webinar, we’ll explain how trusts and estate planning can help you organize your assets, clarify your intentions, and plan for how your legacy is carried forward.

We’ll also review the basics of wills, beneficiary designations, and tax considerations related to passing assets on to loved ones. This session will give you practical guidance for structuring your estate plan thoughtfully.

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.

The Retirement Group
5414 Oberlin Drive
San Diego, CA 92121
(800) 900-5867


Michael Corgiat

Michael Corgiat is an SVP, Financial Advisor at Wealth Enhancement. He has been working with corporate employees for many years and is very familiar with your benefits. He has helped hundreds of corporate employees from working to a successful and enjoyable retirement.