Retirement Estate Planning

Understand the key components of an estate plan

Estate planning is a vital part of ensuring a secure financial future and that your financial wishes are executed. Yet, even those who recognize the value of long-term estate planning often have more questions than answers, particularly when it comes to the myriad of documents that make an effective estate plan   This informative and free seminar will provide an overview of these documents, including:
- Power of Attorney
- Health Care Proxy / Medical Power of Attorney
- HIPAA Authorization
- Living Will
- Last Will and Testament
- Revocable Living Trust



Monday, January 30

5 pm

Wednesday, March 21

12 Noon