Broker Check
22 Oct
Estate Planning Errors: Learn from Others' Mistakes

Description

Getting your estate planning documents drafted is a great first start.  Don't assume that because they're drafted they don't include anything that could cause you or your heirs stress or additional expense. 
There's a difference between having your documents done and having confidence they accurately reflect your current wishes and don't include gaps that may unintentionally disinherit the people you care about most.  We'll cover the common mistakes we see with estate planning and provide a checklist to attendees that they can take home to review against their current planning.

Date and Time

Thu, Oct 22, 2026

10:00a - 11:30a CST

Location

Ramsey Village Continuing Care Retirement Community

1611 27th Street
Des Moines , IA 50310

Note

Click the link above to register, or call Kelly Baughman, Community Relations Director at 515-802-0822 or email kelly.baughman@ramseyvillage.com

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This material is designed for informational or educational purposes only. It is not intended as investment advice and is not a recommendation and is not intended to make an offer or solicitation for the sale or purchase of any product or security. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Simply Sophisticated Wealth Planning, LLC are not affiliated. Simply Sophisticated Wealth Planning, LLC does not offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.

Event Registration

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