MOAA_Primary_RED REV®
estate planning 9.8

Tuesday, October 6, 2026 | 2:00 PM - 3:00 PM EDT


Can't make it at the scheduled time? That's ok!
Register anyway and we'll send you a recording once the live event has concluded.

Add expert guidance from MOAA and Anderson Advisors to your estate-planning strategy.

Covered topics include:

  • How different types of assets — including retirement accounts, real estate, and business interests — can fit into an overall tax and estate plan.
  • Ownership and beneficiary considerations.
  • Asset protection.
  • Transferring assets to the next generation.
estate planning 9.8

Tuesday, October 6, 2026 | 2:00 PM - 3:00 PM EDT


Can't make it at the scheduled time? That's ok!
Register anyway and we'll send you a recording once the live event has concluded.

Covered topics include:
  • How different types of assets — including retirement accounts, real estate, and business interests — can fit into an overall tax and estate plan.
  • Ownership and beneficiary considerations.
  • Asset protection.
  • Transferring assets to the next generation.
Don't miss this chance to add expert guidance from MOAA and Anderson Advisors to your estate planning strategy.

Event Speakers

Andia headshot


Andia Dinesen, AFC®
Senior Director, Transition & Member Services
MOAA

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Jeff Cottle
Attorney
Anderson Advisors

12 finance strategies webinar

More About This Webinar

Tax and estate planning considerations can become increasingly important throughout a career in uniform, especially as members prepare for and transition into retirement.

Join our live discussion on Tuesday, October 6th. OR— if you can't make it at the scheduled time, register anyway and we'll send you a recording once the live event has concluded.

All eligible registrants will be granted a free BASIC MOAA Membership. You'll get updates about legislation affecting your service-earned benefits, discounts on vetted products and services, and more.