The STEP Blueprint: Retirement, Tax & Estate Planning
A Coordinated Strategy to Protect What You’ve Built
Retirement planning, tax strategy and estate planning are deeply connected. The STEP Blueprint – Structure. Tax Strategy. Efficiency. Protection. – shows how coordinating these areas can help uncover potential gaps, reduce unintended tax consequences and better protect your wealth, wishes and legacy.
What can you expect to learn from this class?
Understand how retirement planning, tax strategy and estate planning work together—and where gaps may exist when they are handled separately.
Learn the STEP Blueprint: Structure. Tax Strategy. Efficiency. Protection. and how each area contributes to a more coordinated plan.
Discover how retirement and tax decisions can affect your income, estate and the legacy you leave behind.
Learn why trusts, beneficiary designations and retirement accounts should be reviewed together to help avoid unintended outcomes.
Understand how changing laws may impact inherited retirement accounts, trusts and beneficiary strategies.
Identify important questions to ask about your current plan to help uncover potential tax, estate-planning and legacy gaps before they become consequences.
Take a Coordinated Approach to Retirement, Taxes & Estate Planning
Retirement planning, tax strategy and estate planning are closely connected. The STEP Blueprint—Structure. Tax Strategy. Efficiency. Protection.—provides a framework for looking at these critical areas together, helping you identify potential gaps and understand how decisions in one area may affect the others.
This workshop goes beyond individual documents and strategies to explore the bigger picture. Learn how retirement accounts, trusts, beneficiary designations and tax strategies can work together to help protect your assets, reduce unintended tax consequences and ensure your legacy reflects your wishes.
Whether you already have an estate plan or are beginning the planning process, you’ll discover important questions to ask and areas of your current strategy that may deserve another look. Gain greater clarity around your retirement, taxes and estate plan so you can make more informed decisions for yourself and your family.
Register to join Will Parries and Ron Fleming, creators of the STEP Blueprint, at the Hall of Fame Village in Canton on September 16, 2026, at your choice of 3:00 PM or 6:00 PM. Seating is limited, so select the session you are committed to attending and reserve your seat today.
This workshop provides a coordinated look at the key challenges across retirement planning, tax strategy and estate planning—and how decisions in one area can affect the others. Using the STEP Blueprint—Structure. Tax Strategy. Efficiency. Protection.—you’ll learn how to identify potential gaps, better align retirement accounts, trusts and beneficiary designations, and help reduce unintended tax consequences. You’ll leave with a clearer understanding of the questions to ask and the steps to consider to better protect your family, your assets and the legacy you intend to leave.
Join us on September 16th at 3:00 PM or 6:00 PM
for this specialized, no-obligation class.
Space is limited. Sign up today!
WEDNESDAY
September
16
3:00 PM
WEDNESDAY
September
16
6:00 PM
Frequently Asked Questions
Who is this seminar for?
The insights provided in our estate planning and tax strategies seminar are valuable for anyone seeking to protect their assets, provide for loved ones, and ensure their wishes are honored.
What's the purpose of this class?
This class is designed to be entirely educational, providing attendees with valuable insights into key aspects of estate planning.
Topics covered include:
• The pros and cons of beneficiary designations
• The costly mistakes people make when trying to avoid probate
• Common planning mistakes that cause unnecessary taxes for you and your heirs
• Tax-efficient wealth preservation strategies
• The essential legal documents everyone should have and why
• And much more...
* As a bonus, all attendees will receive complimentary copies of Understanding Estate Planning: Next Generation Estate Planning For Modern Lives.
While presenters may offer business cards or brochures for informational purposes, there is no obligation to interact with them during or after the class.
Who is the speaker/presenter?
Will Parries & Ron Fleming are Managing Partners at Estate Plan 4 You, a firm dedicated to educating families and individuals on the critical importance of proper estate planning. With a background in financial education and a passion for helping others prepare for the future, Will & Ron have both led hundreds of families through the often-overlooked process of building a sound estate & financial plan. Together the two have developed a unique approach to estate planning seminars—offering accessible, easy-to-understand guidance designed to help attendees take control of their legacy and make informed decisions that protect their loved ones.
Will & Ron share a deep commitment to helping individuals and families understand the importance of proper estate planning. They have been instrumental in developing advanced estate planning education strategies—especially those that highlight how to protect and preserve assets in a variety of real-life situations, including large and small IRAs, family businesses, working families, high-net-worth individuals, blended families, retirees, and farming families across Ohio.
They’ve worked extensively to create practical solutions that address common trust and estate planning concerns and offer solutions to empower families to put effective plans in place—without relying on one-size-fits-all approach. At the heart of their mission is one goal: to make estate planning approachable, understandable, and actionable for everyone.
Tom Benson Hall of Fame Stadium
Address
2014 Champions Gateway
Canton, OH 44708
(The Chalk Talk Room – Inside the Constellation Center of Excellence)
When
Wednesday, September 16th
3:00 PM or 6:00 PM
