Estate Planning Basics For Everyone

🗓 Wednesday, November 8, 2023

⏰ Get a reminder

About This Event

Estate Planning Basics For Everyone

Fact or fiction: estate planning is only for those who summer at their Italian villa instead of their French chateau. Fiction! Estate planning is an important part of financial planning for 99% of Americans, not just for the One Percenters. In short, estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. It’s important to have a plan in place before the Grim Reaper makes an untimely house visit. In this course, we will help you understand the basics of estate planning and help you create a plan for your financial future. The best part is that all course material is accessible online at any time, so you can complete the course when it’s convenient for you. Sign up for a reminder today!


A little coaching can go a long way

Set time to meet with a financial coach who can provide you general guidance on your retirement account plan.

Talk to a coach →


This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.

FinPath is offered through RPW Solutions.

© Copyright 2023, FinPath Wellness