Estate planning is the process of indicating how you want
your assets distributed. Learn about the importance of estate planning
objectives and what to consider within that plan. Planning is an essential step
in helping to provide the financial security necessary to enjoy the lifestyle
you want in your retirement. Complete the fact finder to step in the direction
of retirement success – becoming actively involved. Purpose: Learn about estate planning and how to ensure a
personal successful retirement Facilitator: Kenny Wise (Guest Presenter - Touchstone Wealth
Partners) |
|
|
|
