Estate planning
Whether you’re just settling into your career, or you’ve been working hard and achieving your financial goals for years, estate planning can help formally protect your assets, allow you to have control over your health care decisions, and provide for loved ones. Join us for the October webinar and learn what’s included in an estate plan and the steps you can take to create one so your wishes are carried out the way you choose.
Wednesday, October 20, 2021
11 a.m. CT/12 p.m. ET
Future webinar
November 17, 2021—COVID-19 impacts on year-end tax prep
The pandemic resulted in changes to tax laws, contribution limits, and deductions and credits. We’re here to help talk you through it all. First we’ll walk through the basics of tax preparation, then we’ll dive into how stimulus checks, child tax credits, and updates to required minimum distributions and retirement account contributions will affect your taxes. Join us for the November webinar to learn more and receive tips to prepare for the upcoming tax season.
11 a.m. CT/12 p.m. ET
Other future webinar topics
- Expanding and protecting your savings
- Pay down debt and build savings
- HSAs and health care
- Reassessing finances after a market downturn
- Investing
- Women and people of color
- Protect assets, leave a legacy
- Nearing retirement checklist
- College savings and debt
- Estate planning
- Year-end tax prep and reform
- Social Security
* 2020 IMEA Star awards winner, Experiential Education category, large asset level
Investing involves risk, including possible loss of principal.
The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other professionals on all matters pertaining to legal, tax, investment or accounting obligations and requirements.