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Upcoming Events

Estate Planning 101: An Introduction to Estate Planning
Date and Time
Thu November 09, 2023
6:00-7:00 PM
6:00-7:00 PM
Location
Virtual
In this seminar, we'll discuss:
- The basic tools used to protect ourselves during a period of incapacity.
- Who do you trust to make health and financial decisions for you if you are no longer able to make decisions for yourself or manage your daily obligations.
- The simplest and easiest way to transfer assets at death.
- Differences between wills and trusts.
- The role beneficiary designations should play in the process.
- What does a basic but comprehensive estate plan include.
Investing in You. Listen! It’s a Podcast!
Investing In You looks at how money and banking can actually work for you, and explores how we can invest in ourselves and our communities in real, impactful ways.
