THE IMPORTANCE OF ESTATE PLANNING
Wednesday, February 20, 2019
5:30p - 7:00p EST
Oak Tree Place Conference Center
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