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Thu, Sep 28

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Kalamazoo

Financial Wellness Session: Estate Planning

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 such as beneficiary designations, charitable giving, wills, trusts, and more.

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Financial Wellness Session: Estate Planning
Financial Wellness Session: Estate Planning

Time & Location

Sep 28, 2023, 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 such as beneficiary designations, charitable giving, wills, trusts, and more. By the end of this course, you will have an understanding of what fits your unique needs and goals.

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