Your legacy matters. 💛 Join Orchestra Iowa for Planning with Purpose. Whether you’re just starting to think about your legacy or already have a plan in place, these sessions are designed to give you practical information on wills, trusts, beneficiary designations, retirement assets, and more. An expert panel of local estate planning, tax, and financial professionals will help you learn how to protect the people and causes that matter to you!
Guest Speakers:
Eric Langston, AEGIS Law
Kevin Welu, CliftonLarsonAllen Wealth Advisory
Kyle Wilcoz, Simmons Perrine, PLC
This event takes place at Hills Bank in North Liberty, IA located at 590 W Forevergreen Road.Â
A light lunch will be provided. Space is limited, so reserve your spot TODAY by emailing cwelu@orchestraiowa.org or calling 319-366-8206
Planning with Purpose is free to attend and is generously sponsored by the Orchestra Iowa Foundation.
