Put Your House in Order
FREE Estate Planning Workshop
This 2017 workshop was held on Saturday, April 22 and Tuesday, April 25. Participants attended either the Tuesday or Saturday workshop and learned how to apply their family values to their giving footprint, plus they received valuable estate planning information from industry experts in a 2 hour panel discussion.
Saturday, April 22 |
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10:00 - 11:30 AM | Developing a plan to reflect your desires and values |
11:45 AM | Lunch |
12:30 - 2:00 PM | Financial planning concepts, records, POAs, directives, wills/trusts |
Tuesday, April 25 |
|
10:00 - 11:30 AM | Developing a plan to reflect your desires and values |
11:45 AM | Lunch |
12:30 - 2:00 PM | Financial planning concepts, records, POAs, directives, wills/trusts |