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Wills, Trusts, and Power of Attorney In-Person

In this Association of Financial Educators presentation, we will go over the importance of having a current Estate & Incapacity Plan in place. We will review the important terms and documents, as well as the key factors in developing an Estate Plan and Incapacity documents. Learn how lifetime gifting, trusts, and life insurance can affect your family wealth, and the difference between probate and intestate and their implications. Come join us and learn about these and other fundamental Estate Planning concepts. It's never too early or late to set up your Estate Plan, and there is no greater gift to your loved ones in doing so.

Presenter William Reynard is a division speaker for the Association of Financial Educators and has over 25 years of experience working with clients in financial industry. He has worked at the Vanguard Group, Comprehensive Investment Solutions, LLC, and is now the founder and owner of his own firm, Reynard FInancial Coaching, LLC.

Please R.S.V.P.

Date:: Thursday, November 14, 2024
Time:: 7:00 PM - 8:00 PM
Time Zone:: Eastern Time - US & Canada (change)
Location:: Community Room
Audience:: Adult Families Seniors
Categories:: Financial Literacy Lecture

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