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Financial Considerations for Your Estate Plan & Will Online

Estate planning is not just for the ultra-wealthy! Join personal portfolio manager Julie Jason to learn about estate tax-saving techniques and resources, how financial and estate planning documents dovetail, and the importance of a will. Plus, find out what happens when you don’t have a will, including what happens to your retirement plans and what happens if you are incapacitated.

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Date:
Wednesday, November 9, 2022
Time:
1:00pm - 2:00pm
Audience:
  Adult  
Categories:
  Business, Career, and Finance  
Online:
This is an online event. Event URL will be sent via registration email.

Registration is required. There are 175 seats available.

PROGRAM CONTACT:

Yang Wang

203-622-7924

ywang@greenwichlibrary.org