TOPIC OF THE MONTH
Estate Planning Basics for Everyone
đź—“ Wednesday, October 11, 2023
COURSE OPENS IN
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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 the basics of estate planning.
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