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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- Wednesday, November 9, 2022
- 1:00pm - 2:00pm
- This is an online event. Event URL will be sent via registration email.