NEW | Creating Your Estate Plan
This class is designed to help you understand the basics of estate planning so you can consider the options that make the most sense for your specific situation. You will learn what to consider when creating a will, the benefits of trusts in estate planning, how to help reduce taxes on estates and how insurance can help protect your family.
Tarun Bhatia
Instructor
Tarun Bhatia, CRPC™, is a trusted Financial Advisor specializing in personalized wealth strategies for families, entrepreneurs, and corporate executives. He is committed to helping clients feel understood, informed, and confident in pursuing their financial goals.
Beyond his practice, Tarun is passionate about community outreach and local economic growth, frequently serving as an instructor for educational seminars and in leadership roles with the local Chamber of Commerce and Rogers Lions Club, reflecting his dedication to both client success and community impact.
AL-B337-F1
Instructors:
- Tarun Bhatia
| Date | Time | Location |
|---|---|---|
| Tue, Oct 20th 2026 | 6:00 - 7:30 PM | Educational Service Center/Staff Development Center |