Retirement planning isn’t just about accumulating enough assets to retire comfortably—it’s also about protecting what you’ve built and ensuring your wishes are carried out throughout retirement and beyond. While many retirement conversations focus on investment strategies, income planning, and Social Security, estate planning is an equally important part of a comprehensive financial plan.
Join us for an in-person presentation designed to help retirees and pre-retirees understand how estate planning, beneficiary designations, legal documents, and tax planning all work together to protect their families, preserve their assets, and create a lasting legacy.
During this session, we’ll discuss why estate planning becomes increasingly important throughout retirement, common planning mistakes we see, and practical strategies that may help individuals and families prepare for life’s unexpected events while ensuring their financial goals and personal wishes are honored.
Event Details
Location: John G. Ullman & Associates Headquarters (343 Daniel Zenker Drive, Horseheads, NY 14845)
Date: Thursday, September 24, 2026
Time: 6:00 p.m.
What We’ll Discuss
This presentation will cover several important estate and legacy planning topics, including:
• Why estate planning is an essential part of retirement planning
• How estate planning priorities evolve throughout the different stages of retirement
• The retirement risks that can affect your estate plan, including longevity, healthcare costs, and incapacity
• The core estate planning documents everyone should understand, including wills, trusts, powers of attorney, healthcare proxies, and living wills
• Why beneficiary designations often have a greater impact than your will—and common mistakes to avoid
• Estate planning considerations for blended families, second marriages, and changing family circumstances
• Tax planning strategies related to retirement accounts, inherited assets, charitable giving, and wealth transfer
• Common estate planning misconceptions and mistakes that can create unintended consequences
• Real-life planning scenarios that demonstrate the value of regularly reviewing and updating your estate plan
Who Should Attend
This session may be helpful for:
• Individuals preparing for retirement
• Retirees who want to review or update their estate plan
• Individuals interested in protecting their family and preserving their legacy
• Those with retirement accounts, investment assets, or real estate they plan to pass on
• Families navigating second marriages, blended families, or other complex planning situations
• Anyone looking to better understand how estate planning fits into a comprehensive retirement strategy
Featured Presenters
Darren Wilcox, CFP®, JD
Senior Vice President
Sarah Collier, CFP®, JD
Advisor
Why Attend
A well-designed estate plan is about more than transferring wealth—it helps protect you during your lifetime, provides clarity for your loved ones, and helps ensure your financial and personal wishes are carried out.
Understanding how legal documents, beneficiary designations, tax planning, and retirement strategies work together may help you make more informed decisions, reduce uncertainty for your family, and create a legacy that reflects what’s most important to you.
Reserve Your Spot
Space for this event may be limited. Register today to attend this complimentary in-person educational presentation and learn practical estate planning strategies designed to help protect what you’ve built and plan confidently for the future.
*We are not practicing attorneys or licensed insurance sales professionals. We review these areas as an objective third party with our client’s best interests at the forefront.
*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc. and its employees.