Speaker Name(s): Paul Fettes CFA, CFP Description: “Certainty? In this world nothing is certain but death and taxes.” – Benjamin Franklin. Dying. The material impact of death is not something we really want to think about, much less talk about. But, it’s something we need to know about. This workshop will look at the various components of a well-structured estate plan, including wills and will preparation, insurance (needs, amounts, types), Powers of Attorney and a brief introduction to trusts.
Questions and discussions are encouraged and are an integral part of this workshop.