Oregon Tech Alumni
estate planning wkshp

 

YOUR COMPLETE ESTATE PLANNING TOOL KIT

The FIVE documents every person should have in place…

On February 2nd, 2019, at 9:30am Gene Christian will conduct a lively and humorous presentation at 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 rebecca.burkeen@oit.edu