Estate Planning

Tuesday, October 6, 2026 at 6:30 PM EDT
Location

The University of Tennessee Culinary Institute and Creamery

2712 Neyland Drive

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About this Seminar

Are you leaving your heirs with a plan—or a puzzle?

This educational legacy and estate planning course is designed for adults who want to better understand the legal, financial, and healthcare decisions that can impact their families and loved ones. Participants will explore key estate planning concepts, including probate, powers of attorney, wills, trusts, healthcare planning, taxes, and strategies for transferring assets efficiently. This standalone session lasts approximately 2.5 hours.

Legacy planning is important for anyone who wants greater confidence in how their affairs will be managed during incapacity and after death. Whether you're married, raising children, caring for aging parents, planning for a surviving spouse, or hoping to leave a meaningful legacy to family, friends, or charitable causes, this course can help you better understand your options. Topics include durable powers of attorney, healthcare directives, wills, trusts, property ownership, tax considerations, and financial planning for loved ones who may depend on your assets in the future.

Reserve Your Seat

Important Registration Requirement: Submitting this form does not guarantee entry. You must confirm your attendance when a representative contacts you prior to the event.

Meet Your Instructor

Bob Fugate, CFP®

Bob Fugate, CFP®

Bob Fugate founded Blue Ridge Wealth Planners in 2004 and has since grown a strong team of financial professionals who have helped thousands of families throughout East Tennessee lead fulfilling and financially confident retirements. Today, Bob no longer needs to work in the day-to-day operations of the business and instead focuses on one of his most fulfilling activities - educating others. In this pursuit, Bob has taught in classrooms at universities and community colleges around the state including the University of Tennessee at Knoxville, The University of Tennessee at Chattanooga, Lee University, Northeast State Community College, Walters State Community College, and many more.