Essentials of Estate Planning

RetireWise Tax and Wealth Advisors, Inc. is an SEC registered investment adviser located in Topeka, Kansas.

RetireWise Tax and Wealth Advisors, Inc. is not a law firm nor CPA firm, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

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While RetireWise employs a licensed attorney, Cherie Proctor operates strictly as an Investment Adviser Representative and does not practice law, draft legal documents, or offer legal opinions through the firm. Financial planning analysis and educational concepts do not substitute for independent legal counsel. Clients must consult with their own independent attorney for all legal matters, document preparation, and formal execution. Advisory services provided by RetireWise and its representatives are strictly limited to investment management and financial planning. Services, digital communications, or materials provided via this website do not constitute legal advice and do not create an attorney-client relationship.

October 27, 2026 | 12:30 PM

Essentials of Estate Planning

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