Estate Planning Review: Is Your Plan Current in 2026?

Exclusive Webinar for Corporate Employees:

Estate planning documents and strategies often become outdated as laws change, family circumstances evolve, and asset values shift over time. Many individuals haven't reviewed their estate plans in years, potentially leaving their families with outdated beneficiary designations, inappropriate trust structures, or inadequate planning for current asset levels. Regular estate plan reviews can help identify gaps and opportunities that align with current circumstances and objectives.

This webinar provides a framework for evaluating whether your current estate plan meets your 2026 needs and family situation. We'll examine common areas where estate plans become outdated, including beneficiary designations, trust provisions, and tax planning strategies. You'll learn how to identify potential issues in your current plan, understand when professional review may be appropriate, and explore planning opportunities that may have emerged since your last estate planning update.

Topic: Estate Planning Review: Is Your Plan Current in 2026?
Date: 5/28/2026 
Time: 10:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Michael Corgiat

Topics Will Include:

1. Learn about tax-friendly states for retirees and how tax laws can impact your overall retirement income and savings.
2. Understand how mortgage rates can impact your overall housing costs and long-term financial planning in retirement.
3. Discover how regional variations in the cost of living can impact your retirement budget and lifestyle choices.
4. Understand how housing prices can affect your retirement plans, including downsizing, relocating, or purchasing a second home for retirement.

For more information or to register for the webinar, please visit this link or call us at: 800-900-5867.

A little bit more about Michael Corgiat

Michael Corgiat prides himself on helping corporate employees make their transition into retirement. He has been working with corporate clients for over 25 years. In his free time, he enjoys visiting national parks and spending time with his grandsons. 

About The Retirement Group

The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and stability to provide financial independence.

Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.

Disclaimer

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.

Wealth Enhancement Group is not affiliated with or endorsed by your company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be assured. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.