26
Aug
Estate Planning During A Pandemic
Description
With the pandemic being a wake up call for many, advanced health care directives, wills, powers of attorney, living trusts, life insurance, etc. are more important than ever.
Our speaker, Stu Johnson, Certified Financial Planner and Branch Manager at Cetera Investors, will highlight the following;
- Important estate planning measures
- How to prepare for illness or incapacity
- Common estate planning documents
- Account titling and beneficiary designations
- The Importance of a Legacy Planning Checklist
Date and Time
Wed, Aug 26, 2020
1:00p - 1:45p PST