Classes & Workshops

Transferring Your Financial Wealth and Life Wisdom: Beyond Wills and Trusts

When: Wed., Oct. 24, 11 a.m.-12:45 p.m. 2018

We work hard for what we have so that our children and grandchildren can benefit and enjoy a better life. This includes financial wealth as well as the intangible moral values that developed over time. How can you ensure that both are protected and passed on to future generations? Attend this talk to be informed of the best ways to preserve assets even while funding long-term care, how to best prepare for transition, and discuss alternative planning documents which are often overlooked in typical estate planning. Lunch provided, $2 per person—Registration Required

Price: $2

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