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2018-2019 WEBINAR: Trust and Estate Planning for Single Clients (WC)

Wed, Feb 13, 2019   12:00 PM - 1:00 PM

Online, ,

Topics of discussion: advance medical directives, health care powers of attorney, living wills , counseling clients about charitable giving to develop their interests/passions, issues related to retirement income, retirement account assets, life insurance policies, and beneficiary designations, andchoosing personal representatives when the client does not have close family.

PLEASE NOTE: For more information and to register CLICK HERE. You will be redirected to a registration page thru WebCredenza where you will register and pay. Do not click on the register online button on this page.

This webinar is NOT included in Membership Plus.
For more information about this event, please contact Alexis Teal.

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