Estate Planning: What Is It and Why It’s Important to Have an Estate Plan

Estate planning brings peace of mind for you and your family. Don’t miss this free, virtual live session, a team of experts will explain all about:

  • Estate Planning basics
  • Last Will and Testament/Revocable Living Trusts
  • Beneficiary Designations
  • Powers of Attorney and Advance Health Care Directives

With Marc Daner, CFP, ChFC, Michelle Petrowski, CFP® CDFA®, Mark L Prendergast MS CPA CFP® CDFA®, and Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™.