Presented By: Bryan Bolten

You May Already Have an Estate Plan. The Question is Whether It's Still Working the Way You Intended

Enjoy a Complimentary, Gourmet Dinner


  • Learn why many well-intentioned estate plans fail to achieve the outcomes families expect. 
  • Discover how trusts, beneficiary designations, and account titling can quietly override your wishes if not properly coordinated. 
  • Explore how taxes, healthcare costs, and changing laws may impact your family’s inheritance. 
  • Understand why inherited IRAs and retirement accounts often require specialized planning to help maximize what beneficiaries receive. 
  • Explore the hidden risks that can undermine even carefully built family wealth.

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1) Select an Event

  • CHRIS MCD'S

    1400 FORUM BLVD, COLUMBIA, MO 65203
    Thursday, September 17, 2026 | 6:00 PM
  • CHRIS MCD'S

    1400 FORUM BLVD, COLUMBIA, MO 65203
    Wednesday, September 23, 2026 | 6:00 PM
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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Forum Advisory Services LLC and LPL Financial, are separate entities.