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Event: The Facts of Finance: Preparing Your Estate Plan

Tuesday October 18, 2016
1:00 PM


It’s a topic people tend to put off or ignore, but one of the most important things you can do is to develop a sound estate plan. Doing so lets you take a giant step toward a more secure future for yourself and generations to come.

 

Ron Stein, a financial advisor with Edward Jones, will lead a talk on the importance of preparing your estate plan and why it’s never too early to think about the future.

 

During this presentation, you’ll learn more about

 

* What to consider when creating a will

* The benefits of trusts in estate planning

* How to help reduce taxes on your estate

* How insurance can help protect your family

 

Lunch will be served.

Image result for money bank


Location: Whitehall Community Room
Click here to go to the Whitehall Public Library calendar.
 
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This page last updated : EK/TK KIWI : 2023.11.21 - 8:40 PM
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