Oregon Tech Alumni
estate planning wkshp

 

YOUR COMPLETE ESTATE PLANNING TOOL KIT

The FIVE documents every person should have in place…

Join us on April 28, 2019, from 2:00PM-3:00PM, as Gene Christian conducts a lively and humorous presentation on the Klamath Falls 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 more information, please email rebecca.burkeen@oit.edu