YOUR COMPLETE ESTATE PLANNING TOOL KIT
…The FIVE documents every person should have in place…
Join us on February 2, 2019, at 9:30AM, as Gene Christian conducts a lively and humorous presentation on the Portland-Metro campus. It will also be broadcast and recorded for those who choose to attend remotely.
Overview: This session will reveal data about the rising popularity of estate planning and focus on specific tools and techniques everyone should consider while developing a tax-efficient and loving estate distribution plan for the people and places they care about.
Take-Away Resources from the Presentation:
- Estate Inventory Form
- Estate Planning Guide
- Final Wishes Booklet
- Access to Confidential and Free Estate Planning Assistance
For access to watch the presentation online, please email firstname.lastname@example.org