The Important Things - Banking, Wills & Trusts, and Taxes

Presenter: Gabriela Rudnick

This class offers a practical overview of key financial topics every individual and business owner should understand to build security and plan for the future. Focusing on four core areas—banking, wills, taxes, and trusts—participants will gain foundational knowledge to make informed decisions and avoid common financial pitfalls. The course will cover choosing the right banking solutions, understanding account structures, and organizing finances for both personal and business needs.

In addition, attendees will learn the importance of having a will, how trusts can be used to protect assets, and how to navigate basic tax planning strategies. Whether you're managing a household, running a business, or preparing for long-term financial goals, this class will equip you with the tools to safeguard your assets, support your loved ones, and ensure financial clarity and confidence.