Whether you’re just starting to think about your legacy or already have a plan in place, these sessions are designed to give you practical information on wills, trusts, beneficiary designations, retirement assets, and more. An expert panel of local estate planning, tax, and financial professionals will help you learn how to protect the people and causes that matter to you! A light lunch will be provided. Space is limited; reserve your spot by emailing cwelu@orchestraiowa.org or calling 319-366-8206. Planning with Purpose is free to attend and is generously sponsored by the Orchestra Iowa Foundation.

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Nov 6, 2026

Planning with Purpose

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