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RetireU – Estate Planning

June 12, 2024 @ 10:00 am - 11:00 am CDT

Beneficiary Planning • Wills vs. Trusts • The tax that effects most – tax on Retirement Assets • Probate • Executor Responsibilities • The working tools of an Estate Plan – Powers of Attorney and Living Wills • What strategies are available?

Details

Venue

  • In Person (Upstairs Training Room) OR Webinar

Organizer

  • Financial Wellness Done Right