top of page
Estate Planning image.jpg

Estate Planning

Your financial plan has reached the final stages, but that doesn’t mean your goals have to stop with you. Everyone needs some form of estate planning. In this course you will learn different types of estate planning tools and needs that could be filled with comprehensive planning.

What is Estate Planning?

Making a plan in advance, naming the people or organizations you want to receive the things you own after you die, and taking steps now to make carrying out your plan as easy as possible later.

Those who need Estate Planning = Everyone!

Headshot 2023.jpg


Morgan Rogalke Scime - Attorney
Chase Imberger - Financial Advisor

Partnering with DeMent & Marquardt as we discuss different types of estate planning tools that can help you reach your goals.

Estate Planning & Blended Family Facebook.png
bottom of page