This No-Cost Wills, Trusts, and Estate Planning Workshop is for Pre-retirees, Retirees, and Social Security Recipients...
HOW TO SECURE YOUR ESTATE FOR THE FUTURE...
WITHOUT GOING THROUGH PROBATE
Attend our NO-COST Workshop To Learn How to Protect Your Estate When You Pass!!
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Where:
Bennington Public Library
11401 156th Street,
Bennington, NE 68007
When:
Saturday, August 15th at 2:00 PM
Got questions?
Please give us a call at
(531) 210-2693
Presenting Your Host: Pamela Otten
Coalition of Licensed
Wills, Trusts, and Estate Planning Educators
Pam Otten is an Estate Planner and Retirement Specialist dedicated to helping individuals and families protect what matters most. With more than 25 years of experience in higher education, Pam has spent her career educating, guiding, and empowering people to make informed decisions about their futures. Her ability to explain complex topics in a clear, easy-to-understand way makes her a trusted resource for those navigating retirement planning, asset protection, and legacy strategies.
As a mother of four and stepmother to three, Pam understands the importance of family and the desire to create financial security for future generations. She brings both professional expertise and personal insight to every client relationship, taking the time to understand each family's unique goals and concerns.
Pam is passionate about helping clients gain peace of mind through thoughtful planning, personalized solutions, and education-based guidance. Her mission is to help families preserve their assets, simplify difficult decisions, and create a lasting legacy for the people they love.
What You Will Learn In This NO-COST Workshop:
Wills, Trusts, Powers of Attorney & Probate
How to organize and effectuate legal documents to protect your estate.
Avoid Common Pitfalls
How to avoid common estate planning traps.
Create YOUR Own Comprehensive Plan
How to select beneficiaries and create a customized estate plan.
What is Retirement Fundamentals?
Retirement Fundamentals is a coalition of experienced retirement and estate planning professionals throughout the U.S. that are passionate about educating pre-retirees and current retirees.
This workshop will teach you how to create your own 21st Century Estate Plan.
The class is designed to provide individuals who have recently retired or will be retiring in the next 15 years with accurate and up-to-date estate education. Benefits Center was created because of that lack of proper financial education on all areas of retirement.
Is there a fee?
There is no fee or charge to any of our workshops. We are set on serving communities and education for all.
How long is the workshop?
Retirement Fundamentals workshops are delivered in a classroom style format in 1 hour or less.
Who sponsors the event?
Retirement Fundamentals does not promote or endorse any specific product or company, and no selling is allowed.
Retirement Fundamentals workshops are for general, non-commercial, education only and are not intended to be construed as tax, legal, or financial advice.
Course attendees should seek professional advice from their financial or tax professional before applying strategies taught or discussed in the course. Our instructors are licensed and trained retirement and/or insurance professionals. These courses are held all around the country at universities, libraries, and community centers.
Join Us For This NO-COST Workshop...
...And Find Out How THOUSANDS Of Retirees, Who Are Just Like You, Are RELIEVED With Their Customized Estate Plan!
This NO-COST Workshop Creates
A Comprehensive Estate Plan Tailored Just For You!
5-Star Education
Have met with them. We are just starting this retirement thing. They are so knowledgeable and helpful. Thank you.
Jim D.
