IDA EVENTS
Webinar: Estate Planning Made Simple - Protect What Matters Most
Join IDA Wealth for a complimentary webinar on how to create or update your estate plan with ease. Learn the difference between wills and trusts, how to avoid costly mistakes, and why planning now can bring lasting peace of mind for you and your loved ones.
Register Here
Seating is Limited
Why Estate Planning Can’t Wait
For many families, estate planning is one of those “I’ll get to it later” tasks — but later often becomes too late. Without a plan in place, loved ones are left facing tough decisions, unexpected costs, and even family conflict. The good news? Taking action now can be simpler than you think.
In this webinar, we’ll walk you through the essentials — from understanding the difference between wills and trusts, to knowing what documents you really need, to learning how modern tools make planning easier than ever. Whether you’re starting fresh or need to update an old plan, you’ll come away with clarity, confidence, and the next steps to protect what matters most.
MEET YOUR PRESENTERS
Jason Labrum, CFP®, AIF®
Founder | CEO
Alex Klingensmith, CFP®
Partner | President
Jason Labrum, CFP®, AIF®, and Alex Klingensmith, CFP® bring decades of experience helping families and business owners build, protect, and transfer wealth. As the CEO | Founder and President of IDA Wealth, they’ve grown the firm to serve more than 1,500 clients with over $1.4 billion in assets under management. Beyond advising, they are the voices behind the Financial Detox® podcast, making complex financial topics accessible to thousands. Together, Jason and Alex are dedicated to simplifying estate planning and guiding you toward peace of mind.