Basics of Estate Planning

About The Lunch And Learn

Thank you for joining us! 

March 23rd Lunch And Learn : 
Contrary to common belief, everyone needs estate planning. Whether you are working or retired, single or married, wealthy or not, careful estate planning can benefit you. Estate Planning is bringing the future into the present so that you can do something about it now!

We will be continuing to offer these ‘Lunch and Learns’ every 2nd and 4th Tuesday of the month. Look for the following invitations in the weeks to come...
April 13th - 12:15PM Roth Vs. Traditional 401 (k) & IRA’s - Are you maximizing your potential?

​​​​​​​April 27th - 12:15PM State of the Market

We encourage you to invite a friend. Simply forward them your invitation so they have the registration link to sign up! As always if you have any questions or concerns please do not hesitate to reach out! 

Your Accel Wealth Management Team

  • Marty Willenborg


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