Lunch & Learn: Estate Planning 101

Date: Sept 20

Time: 11:30 - 1:00 PM

Location: Washington Community Library

Join IRIS Wealth Management and our guest speaker, Jason Smith, an Aging Life Care Specialist, to answer guest's questions and talk about planning for one's future. 

Estate planning was once a buzz phrase reserved only for the wealthy. But that’s just no longer the case. Estate planning is important for every family, individual and business.  Anyone who has assets, no matter how small, or wants their medical wishes carried out should have an estate plan. 

Join IRIS Wealth Management and our guest speaker, Jason Smith, an Estate Planning Attorney, to learn the ins-and-outs of putting a well thought out estate plan in place. The format will be: sit down lunch and formal presentation, open Q and A period, post-lunch coffee and sweet treats.