Chippewa Falls, WI – Estate Planning Basics Workshop

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Chippewa Falls, WI – Estate Planning Basics Workshop

September 29 @ 2:30 pm - 3:30 pm
Estate Planning Basics Workshop

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

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)

John Tetzloff, Director of Sales 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.

Nothing will be sold at this workshop. For educational purposes only. Workshop is about one hour in length, depending on audience participation.

Details

Date:
September 29
Time:
2:30 pm - 3:30 pm
Event Category:
Event Tags:
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Venue

St. Charles Borromeo, Chippewa Falls
810 Pearl St
Chippewa Falls, WI 54729 United States
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Organizer

Vicky Giacalone, FICF
Email
vgiacalone@catholicunited.org