Manage your Finances - Estate planning 101

22.03.24 01:28 PM Comment(s) By Team

ESTATE PLANNING 101

What to know about wills, trusts, power of attorney, and more

Are you ready to safeguard your legacy through strategic estate planning?


In this informative session, we’ll share

 helpful tips on creating a comprehensive estate plan tailored to your unique needs and goals.


You’ll learn about essential estate planning tools including wills, trusts, and power of attorney. Plus, learn how to protect your assets and ensure a smooth transfer to your loved ones. 

Protecting your legacy through proper estate planning

Tuesday, March 19

2pm Central

 This webinar will be recorded.  Follow the registration link above to view the recording. (Available after March 19)