Planning Ahead: Making Sure Your Plans Work—Legally, Financially, and Personally
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Community Event of Interest
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About this event
Estate planning and financial planning decisions are often made at different times—but how they work together can matter greatly over the long term.
Join us for an informative panel discussion exploring how estate planning tools, such as wills and trusts, intersect with financial considerations, when it may be time to revisit existing plans, and best practices for ensuring your estate is handled according to your wishes. There will be time for audience Q & A.
This conversation will feature attorney Seth Bier and financial advisor Nancy Graggs. Space is limited – registration is required.
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