The Heart of the Valley Chamber of Commerce
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Thursday September 25 11:30am - 1:00pm CDT
AEGIS Financial Lunch & Learn: Understanding Trusts
Attorney Giebel will help you better understand what a trust is and how it differs from a will. You will learn some of the benefits of having a trust, how a court probate can be avoided, and how to best protect your assets and legacy for the people and charities that yo......More
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Monday October 13 5:00pm - 6:30pm CDT
AEGIS Financial Wealth & Wine: Understanding Trusts
Join us for our next Wealth & Wine, Understanding Trusts, designed to simplify the complexities of trusts and their role in your estate plan. We’ll explore the different types of trusts and how they can help protect your assets, ensure your wishes are carried out, and p......More
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Thursday November 6 11:30am - 1:00pm CST
AEGIS Financial Lunch & Learn: Year End Tax Planning
Join us for Year-End Tax Planning Strategies, a Lunch and Learn focused on making the most of your finances before the year wraps up. We’ll cover key topics like RMDs, QCDs, IRA and Roth contributions, HSA savings, Roth conversions, the SALT deduction, and more—helping ......More