Creating Your Estate Plan

Creating Your Estate Plan 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. Participants 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

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Tarun Bhatia, CRPC™, is a trusted Financial Advisor specializing in personalized wealth strategies for families, entrepreneurs, corporate executives, and small business owners. He helps clients navigate key financial decisions, including retirement planning, investment management, wealth preservation, and workplace retirement plan solutions such as 401(k) and other employer-sponsored retirement programs for small businesses. Tarun 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. His dedication to both client success and community impact reflects his belief that strong financial foundations help individuals, businesses, and communities thrive.