Monthly Mattson Meetup: Legacy Planning Seminar

Wednesday, November 4, 2026 | 2:00 PM
Events Space at Witte Travel

Join us for our November Monthly Mattson Meetup as Gary Mattson and Riley Ruff discuss the importance of legacy planning and how thoughtful planning can help protect what matters most to you and your family.

Legacy planning goes beyond deciding what happens to your assets. It’s about creating a clear plan for your wishes, protecting your loved ones, and making sure the legacy you’ve built is carried forward the way you intend.

Gary and Riley will cover important considerations for legacy planning and share strategies to help you feel more confident about the future.

Topics will include:

• Why legacy planning is an important part of your overall financial plan
• Strategies for passing wealth and assets to the next generation
• How to help protect your family and your wishes
• Common legacy planning considerations and mistakes to avoid

Whether you’re just beginning to think about your legacy or looking to revisit an existing plan, this meetup is a great opportunity to learn, ask questions, and take the next step.

Space is limited. This is a free event but registration is required for all attendees.

Registration opens on 10/5 at 10:00 AM.

‍