Seminar offers advice on trusts, beneficiaries, funeral planningA free educational seminar about setting up trusts, designating beneficiaries and planning funerals will be offered in Alexandria on Tuesday, February 3.
A free educational seminar about setting up trusts, designating beneficiaries and planning funerals will be offered in Alexandria on Tuesday, February 3.
It will take place at the Douglas County Library at 10 a.m. and again at 6:30 p.m. There will be refreshments, desserts and door prizes.
The presenters are JoEllen Doebbert, Nate Larson and Sean Petermeier.
Doebbert’s topic is revocable living trusts. She notes that trusts have special benefits but may not fit everyone’s situation or budget. She’ll explain how to learn the difference between a trust and a will.
A 1988 honors graduate from the William Mitchell College of Law, Doebbert has practiced law in the Alexandria area for 17 years. She has focused on the areas of estate planning, wills, trusts and probate.
Larson’s topic is beneficiary designations. He will speak about the different ways to register investment accounts, which will decide who will get the money when you’re gone and how easy and cost effective it can be for your beneficiaries.
Larson has been with Edward Jones in Alexandria since 2005 and has earned his accredited asset management specialist designation. His primary focus is retirement planning.
Petermeier will talk about funeral pre-planning and how families have the opportunity to make their own funeral arrangements in advance.
Petermeier joined his family firm, Petermeier’s Alexandria Funeral Home, in 1998 as its preneed and arrangement specialist. He attended Hennepin College and Prosource Insurance Educational Services. In 2007, he started his own funeral agency, Advanced Preneed Planning.
For more information about the seminar, call (320) 815-9014.