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Patricia, Affinity Plus Member

Upcoming Events

Estate Planning@2x

When to Move from a Will-based to a Trust-based Plan

FREE
Date and Time
Tue March 24, 2026
12:00-1:30 PM
Location
Virtual
This session covers the basics of estate planning, the difference between probate and non-probate assets, the most common documents every person needs in a plan, and how to set up your loved ones for success when administering your estate in the event of your unexpected incapacity or death.

A+ You. Listen! It’s a Podcast!

A+ You explores the world of finance, and goes beyond money to empower individuals to meet their goals, and enables prospering communities.