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Smarter in September: Smarter Estate Planning
Featuring Leslie Gibbens, CCTS, CTFA, Vice President and Trust Services Advisor at UBT & Doug Koenig, CTFA, Vice President and Trust Services Advisor
Estate planning can be at the forefront of our minds in these challenging times. Beyond avoiding taxes and legal tie-ups, and ensuring your funds are bequeathed as you wish, an estate plan appoints the right people to take care of your kids and even you if you're incapacitated. In this dynamic, informative session, Leslie and Doug will answer common questions (and some you might not think to ask) and cover the importance of developing a solid, proactive estate plan.

Sep 28, 2021 02:00 PM in Central Time (US and Canada)

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