Will Awareness seminar

Ocean County Library - Barnegat Branch

Ocean County Library - Barnegat Branch

112 Burr Street, Barnegat, NJ 08005

Upcoming Seminars

12

Nov

Thursday Morning

11:00 am - 1:00 pm

12

Nov

Thursday Afternoon

2:00 pm - 4:00 pm

17

Nov

Tuesday Evening

6:00 pm - 8:00 pm

19

Nov

Thursday Afternoon

1:00 pm - 3:00 pm

Wills, Trusts & Estate Taxes

You Will Learn:

  • Legislative Tax Changes for 2026 and beyond.

  • How to protect your IRAs and retirement plans which, over time, will likely grow to become the largest assets you leave behind.

  • How to protect your beneficiaries from losing their inheritance to lawsuits, creditors, government claims & MEDICAL.

  • Why a Will does not avoid costly and time consuming Probate Court.

  • If there are other advantages of revocable living trusts.

  • If a living trust is the only document I need to handle my estate.

  • How to avoid accidentally disinheriting your heirs.

Did You Know?

  • Only 24% of Americans have a will. (Caring.com, 2025 Wills and Estate Planning Study)

  • Retirees must begin taking required minimum distributions (RMDs) from IRAs and 401(k)s at age 73, and these withdrawals are taxed as ordinary income. (Internal Revenue Service (IRS))

  • More Than Half (56%) of U.S. adults have no estate planning documents, including a will, trust, medical power of attorney, financial power of attorney, or HIPAA authorization. (Trust & Will, 2026 Estate Planning Report)

Spouses are encouraged to attend!

Seating is limited. Register now!

Ocean County Library - Barnegat Branch 112 Burr Street, Barnegat, NJ 08005

Register Now



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The Association of Financial Consultants is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these workshops. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one-on-one with our specialists.


Adults only please. Not affiliated with the Social Security Administration or any government agency.