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Thu, Mar 28

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Online Estate Planning Workshop

Fourth Thursdays - Avoid Probate, Protect Assets, Peace of Mind: Some Estate Planning Basics

Workshop highlighting the pitfalls of not planning, having the wrong plan, not maintaining a plan, and not understanding your options. See how to minimize and avoid the Probate Court while you are alive and after you pass.

Fourth Thursdays - Avoid Probate, Protect Assets, Peace of Mind: Some Estate Planning Basics
Fourth Thursdays - Avoid Probate, Protect Assets, Peace of Mind: Some Estate Planning Basics

Time & Location

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Mar 28, 2024, 2:00 PM – 3:00 PM EDT

Online Estate Planning Workshop

About The Event

This is your opportunity to learn about the basics of estate planning and to dispel some common myths and misinformation.  Anyone who wants to stay afterward can join in on an opportunity to use a facilitated design of a will and set of powers of attorney using our Guidr online tool at a discounted rate.  Also, all attendees are eligible for a complimentary follow-up Vision meeting to discuss your estate planning goals.  This is normally a $360 value.

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