Estate Planning Seminar

Loading Events

« All Events

  • This event has passed.

Estate Planning Seminar

March 30 @ 4:30 PM - 5:30 PM

Estate Planning Seminar

March 30th, 2021 4:30pm - 5:30pm

Cost: Free

Learn ways to build a legacy for causes close to your heart through your estate plan.

WHO SHOULD ATTEND?

  • Young families who need to select a guardian for children.
  • Baby boomers who may want to update their estate plan during a time of many life changes.
  • Seniors who need to have a trusted advocate.

Provide & Protect Important Life Decisions

Learn how to make important life decisions for your family at this FREE seminar, facilitated by Gary Streit, Attorney, Senior Vice President at Shuttleworth & Ingersoll, P.L.C.. Hear answers to estate planning questions including the difference between wills and trusts, selecting a guardian for your children, when healthcare agents can make critical decisions for you, and preserving assets for loved ones. Plus, you receive a complimentary Estate Planning Guide!

The Provide section of this seminar shows you how to make good decisions to help your family in the future. With a good plan you can avoid an accidental disinheritance and leave your family the gift of peace. Come learn about:

  • Important Life Decisions
  • Helping Children Today and Tomorrow
  • Planning for Children with Unique Needs
  • Passing Integrity and Initiative

The Protect section of this seminar explains how you or a family member can make important medical decisions. If you are very ill or have a major medical problem, there are ways to protect you and your property. Learn about:

  • Selecting a Person to Make Medical Decisions
  • Chronic Illness—Care of Your Person
  • Chronic Illness—Care of Your Property

Please register for this event below to receive the virtual meeting information. Additional sessions are also scheduled for 4/28, 5/17 and 6/8.

Details

Date:
March 30
Time:
4:30 PM - 5:30 PM
Event Category:
Event Tags:

Organizer

Jenn Hodgden
Phone:
319-365-9165 ext. 470
Email:
jhodgden@tanagerplace.org

Venue

Virtual
Menu