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Creating Your Estate Planning Blueprint for 2025 & Beyond


Classes for Adults / Business & Technology -
Fall 2025-Adult

With new IRS regulations, legacy planning is more important than ever. Learn how to protect your loved ones when you’re no longer here, pass on more than just assets, and create a lasting legacy. We’ll cover powerful tools like Qualified Charitable Distributions (QCDs) and Roth conversions to help you plan wisely.

Terrie Amundson

Terrie Amundson, CFP®, has leveraged his math education degree for over 30 years to simplify complex financial decisions for recent and soon-to-be-retirees. Located in St. Paul, he specializes in strategically helping St. Paul residents pay less to the IRS.

 November 2025 
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  Terrie Amundson


1780 West 7th : 1202 Computer Lab
Thursday, Nov 13
6:30 - 8:00 PM

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Min Age   16 yr.