Estate planning is about more than having a will or trust. A well-coordinated plan considers how your assets are owned, how they will transfer, the tax implications for you and your beneficiaries, and whether the different pieces of your financial life are working together.
Join Billy Aycock of Aycock Wealth Management for a complimentary educational lunch exploring practical estate-planning strategies and some of the common issues families may overlook.
We'll discuss topics including beneficiary designations, wills and trusts, retirement accounts, Roth conversions and tax planning, gifting and wealth-transfer strategies, and ways to help reduce unnecessary complexity for the people you leave behind.
The goal is not to turn an hour into a legal or tax seminar. It's to help you recognize potential gaps, understand the questions worth asking, and see how financial, tax and estate planning can work together.
Thursday, September 10, 2026 | 12:00–1:00 PM
Lunch will be catered by Ladybird Taco.
This is a complimentary educational event with no sales presentation. Seating is limited, so advance registration is requested.