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Estate Planning 101   

This course is designed to assist you in planning the transfer of your wealth to spouses, children, grandchildren, and any other people or organizations you want to benefit from your estate. We will explore the advantages and disadvantages of different methods for wealth transfer to enable you to make better decisions regarding your own estate. Plan on both lecture and discourse, as many exciting things can be learned from information and experiences of participants. I look forward to taking this journey with you.

 
  • Estate Planning 101
  • Instructor: Dana Campbell
    Dates: 9/14/2022 - 9/28/2022
    Days: W
    Times: 10:00 AM - 11:30 AM
    Sessions: 3
    Location: The Social Chico
    Room: Gordon 1
    Fee: Included

     Show Description

    Proof of vaccination is required for all in-person meetups. Click here for instructions.