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Parkers Prairie, MN – Estate Planning Basics Workshop

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Parkers Prairie, MN – Estate Planning Basics Workshop

April 27 @ 5:00 pm - 6:00 pm

Estate Planning Basics Workshop

This workshop is two things: 1) a great starting point for people who need an estate plan and 2) a good reminder to people who have a plan and want to make sure it’s up-to-date. Topics to be discussed include:

  • Understanding how probate will affect your family and estate
  • Managing tax exposure and protecting assets
  • Making the best decisions regarding wills and trusts
  • Planning and funding for final expenses
  • Setting up documentation like power of attorney and health care directives
  • Preparing you for a visit to an attorney (potentially saving you money)

Gregory Gall, Regional Director for Catholic United Financial, will address these estate planning topics and take questions about your situation during our Q&A session

To RSVP: Click or tap here to RSVP or call 1-800-441-9949.

Details

Date:
April 27
Time:
5:00 pm - 6:00 pm
Event Category:
Event Tags:
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Organizer

Scott Jones, FIC
Phone
1-800-441-9949
Email
sjones@catholicunited.org
View Organizer Website

Venue

St. Williams, Parkers Prairie
209 W Soo St.
Parkers Prairie, MN 56361 United States
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