Sentry Group Wealth Partners welcomes you to join us at Memory Gardens for our next Smart Workshop educational series. Our
information sessions are specially designed to give your family (or household) the confidence to make decisions for yourself regarding estate, tax and legal planning. The most valuable thing you can do for planning your estate is education. Using proven multi-generational strategies and understanding your tax burden, you will feel good about your estate. Each session will give you basic information & tools to help you better understand your personal situation and make decisions you feel confident about.
Structure & Estate Tax

What does your estate look like and how will it be taxed?
Led by financial planning expert Doug Cerson from Sentry Group, you will get professional help to estimate your own estate taxes and learn real strategies to minimize probate & taxation to your estate.

Beneficiaries, Executors & Final Arrangements

How will I divide my estate & who will take care of it?
Learn about the role of the executor and make an informed decision.

Final arrangements, what's involved & when do I decide?
Learn the difference between pre-planning and pre-funding.
Make the decision that’s right for you.

Witnesses, Wills & Powers Of Attorney

Do I need a lawyer to complete my Will & Power Of Attorney?
Special guest speaker from a local law firm will share knowledge to help you decide why and when a lawyer is the best choice for you and your estate.

Learn about Powers of Attorney & Living Wills & Secondary Wills. Ask questions about your personal situation and get your personalized documents prepared.