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Creating Your Estate Planning Blueprint


Classes for Adults / Business & Technology -
Winter 2026- Adult

Just like a house needs a solid foundation, your estate plan begins with the basics. We’ll cover the essentials: wills, trusts, & retirement accounts; before we build on that foundation to explore how tax efficient strategies and legacy planning shape your financial future. This workshop is designed for retirees, giving you the knowledge to create a lasting legacy for your loved ones.

You’ll learn:

  • Why Roth conversions are powerful tools today
  • How to adjust estate plans for IRA beneficiaries under new IRS regulations
  • How to pass on more than just your assets and leave a meaningful legacy

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.

 February 2026 
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4641WA

  Terrie Amundson


1780 West 7th : 1202 Computer Lab
Thursday, Feb 19
6:30 - 8:00 PM

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Min Age   16 yr.