Free seminar
Estate Planning Seminar
- Date
- Wednesday, June 17, 2026
- Time
- 6:30 PM - 7:30 PM
- Venue
- Anthony's at Cap Sante Marina1207 Q Ave, Anacortes, WA 98221
Learn how to organize your estate so more of what you've built goes where you want it to go.
Join us at Anthony's at Cap Sante Marina on Wednesday, June 17th for dinner and an educational seminar on estate planning.
You spent decades building your savings. Now the question is what happens to it: who it goes to, how much the government takes, and how much of a headache you leave behind.
What this seminar is really about
Estate planning isn't just documents in a drawer. It's decisions: who gets what, when, and how. What happens if you die first. What happens if you don't make a plan at all.
In this presentation, we'll walk through wills, trusts, probate, and taxes in plain English. No sales pitch. No legal jargon. Just a clear picture of where you stand and what to consider next.
What we'll discuss:
- How to decide whether a will, a trust, or a mix makes sense for your situation.
- How probate actually works, and simple ways to help your family avoid long delays where possible.
- The difference between revocable and irrevocable trusts, without the legal jargon.
- Ways to help protect your spouse's and children's inheritances from creditors, lawsuits, and future divorces.
- Common estate planning mistakes and how to avoid them.
A couple extra things to know:
- Please arrive 15 minutes early for check-in.
- Dinner selection will be made at check-in.
- Bring a guest if you'd like: a spouse, a neighbor, a friend who's been putting off the estate planning conversation. Just add them on the form when you sign up.
All TRS seminars are free and open to the public. No financial products are sold at these events.
Disclosure
The Retirement Solution LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply any level of skill or training. The Retirement Solution LLC may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. The Retirement Solution LLC website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication The Retirement Solution LLC website on the Internet should not be construed by any consumer and/or prospective client as The Retirement Solution LLC solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by The Retirement Solution LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of The Retirement Solution LLC, a copy of The Retirement Solution LLC current written disclosure statement discussing The Retirement Solution LLC business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov Investment Advisor Public Disclosure website or from directly from The Retirement Solution LLC upon request at no additional cost. (Request the Firm Brochure by calling 888.500.5830.)
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.