Client Appreciation Seminar “Understanding Your Estate Plan”

Type: seminar Date: December 4 Time: 10:00 AM - 11:30 AM Venue: One Financial Place, 8215 Greenway Boulevard, Middleton, WI 53562,

Specifically designed to help you and your loved ones understand how your estate plan works. This seminar will cover: the difference between wills and living trusts, the pitfalls of probate, how to protect your beneficiaries’ inheritance, and more! This is a must see for anyone that has an estate plan, is a beneficiary of an estate plan, and anyone who needs an estate plan. Complimentary refreshments will be served. Feel Free to Bring a Guest interested in planning their own estates!

Event is due and cannot be registered at the moment