roadmap to RETIREMENT

roadmap to RETIREMENT


Episode 3: Estate Planning with Chelsea Sinclair

April 12, 2024

In this episode of Roadmap to Retirement, we are joined by local attorney, Chelsea Sinclair, to talk about Estate Planning! We know it's not the most exciting topic but still important for you, the listeners, to know about so you can have a plan in place! How prepared for your future are you?


In this episode, you will learn:

  • Do I need a Will?
  • What happens to my money after I die
  • Is it important to have a beneficiary
  • How does long-term care play a role
  • How can I protect my assets /retirement assets
  • Should I be nervous about setting up this meeting with my financial advisor or attorney
  • What to expect for an estate planning meeting