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THE IMPORTANCE OF ESTATE PLANNING



THE IMPORTANCE OF ESTATE PLANNING

Wednesday, February 20, 2019

5:30p - 7:00p EST

Oak Tree Place Conference Center

Oak Tree Place Conference Center

6111 Oak Tree Blvd. Off Rockside Rd. Look for the red awning
Independence, OH 44131
View on Map Website
2019-02-20T17:30:00.0000000
2019-02-20T19:00:00.0000000
PT1H30M

Organizer:

Caritas Financial [email protected]

Presenter:

Larry Teichman CFP® Ev Corcoran CFP®

Estate planning is the key to making sure that everything you work for is passed on according to your wishes.
These are difficult decisions, but if you don't make them a court will.

The critical importance of naming beneficiaries on financial accounts.

Learn how to protect your assets by creating an estate plan.

Receive a decision making guide with important legal documents.

Food and beverage will be available

Essentials of Estate Planning Video


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