Are you overwhelmed by thinking about estate planning? Savvy experts Michelle Petrowski, CFP® CDFA®, Mark L Prendergast, MS CPA CFP® CDFA® and Michael Reynolds, CFP®, CSRIC®, AIF®, CFT-I™ lay out all the basics and explain why everyone should have an estate plan. Gain peace of mind for you and your family by learning all about:
- Estate Planning Basics
- Last Will and Testament/Revocable Living Trusts
- Beneficiary Designations
- Powers of Attorney and Advance Health Care Directives
Originally live streamed on May 24.
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