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Northstar Financial Trusts 101

May 7 @ 8:00 am - 5:00 pm

Northstar Financial Trusts 101

Join Northstar Financial Management for a happy hour discussion with local estate attorney, Aaron Roepke of Westberg, Roepke and Moore, as he delves into the intricate world of trusts. Mr. Roepke will cover the fundamentals of trusts, exploring when and why individuals may need them, the benefits they provide, and how they can be utilized to protect assets and ensure a smooth transition of wealth. Additionally, he will shed light on advanced directives, discussing their importance in healthcare decision-making and empowering individuals to outline their preferences for medical treatment in advance. Don’t miss this opportunity to gain valuable insights into estate planning essentials and the tools available to safeguard your future and well-being. Drinks and apps will be provided.


May 7
8:00 am - 5:00 pm
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