Preserving Your Savings for Future Generations
enero 13 @ 10:00 am - 11:00 a. m.
What you will learn:
This workshop will help you learn how to establish an estate plan and identify strategies to help preserve the assets you have accumulated to provide for those most important to you.
After the workshop you should be able to:
• Understand the key components of an estate plan
• Know the importance of beneficiary designations
• Comprehend gifting and insurance replacement strategies
Who should attend:
This workshop is for individuals who are interested in learning about estate planning.