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Wed, Jun 12

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Kalamazoo

Estate Planning

Your financial plan has reached the final stages, but that doesn’t mean your goals have to stop with you. We’re partnering with Morgan Rogalke Scime of Dement and Marquardt to teach you different types of estate planning tools and needs that could be filled with comprehensive planning.

Estate Planning
Estate Planning

Time & Location

Jun 12, 2024, 5:30 PM – 6:30 PM

Kalamazoo, 7110 Stadium Dr, Kalamazoo, MI 49009, USA

Guests

About the event

Your financial plan has reached the final stages, but that doesn’t mean your goals have to stop with you. Everyone needs some form of estate planning. In this course you will learn different types of estate planning tools and needs that could be filled with comprehensive planning.

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