Hosted by Sarver Vrooman Wealth Advisors
Featuring Guest Speaker: Midwest Trust

Join us for an informative event designed for individuals and families interested in safeguarding their legacy and ensuring their estate is managed according to their wishes. Our special guest, Midwest Trust, will share expert insights on estate planning, the critical role of trustees, and the unique benefits of working with a corporate trustee.

Event Highlights

• Estate Planning 101:
  Learn the fundamentals of estate planning—why it matters for everyone and how it protects your assets and loved ones.
• What is a Trustee?
  Discover what a trustee is, who can serve in this role, and why their responsibilities are so important.
• Trustee Responsibilities:
  Midwest Trust will break down the core duties of a trustee, including:
• Managing and protecting trust assets (such as investments, real estate, or business interests)
• Acting as a fiduciary—always in the best interest of the beneficiaries
• Keeping accurate records, handling tax filings, and providing regular updates to beneficiaries
• Communicating transparently and addressing beneficiary concerns