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Legacy Planning 101

September 24 @ 12:30 pm - 1:30 pm CDT

Free

What do you want your legacy to be? During this free webinar, you’ll identify the loved ones and organizations you’d like to impact through your estate and get an overview of estate planning lingo and tools. You’ll identify the professionals you’ll want in your corner, get organized, ask key questions, and make a list of the next steps you’ll need to take as you flesh out your plan. You’ll have an opportunity to set up follow-up meetings to look at your net worth projections and set up strategic planned gifts, if desired.

Speakers

Coming soon!

 

Details

Date:
September 24
Time:
12:30 pm - 1:30 pm CDT
Cost:
Free
Event Category:

Venue

Online

Organizer

Gift Planning Services, LLC
Phone:
715.838.0368
Email:
admin@giftplanningservices.com
Website:
www.giftplanningservices.com