5th December, 2023
10:00 AM to 11:30 AM UTC -05:00
Englewood Chamber of Commerce
601 South Indiana Blvd, Englewood Chamber of Commerce, Englewood, United States (US)
Wills and Trust: Creation and Funding Seminar
Description
Free estate-planning and investment seminar series designed to address important issues to help you secure your family's financial future.Ticket Prices
- Min Ticket Price: 0.00 USD
- Max Ticket Price: 0.00 USD
About this Event
Join Crews Bank & Trust's Kerry Hunter, Wealth Strategist, for estate-planning and investment seminars designed to address important issues to help you secure your family's financial future.
Wills and Trusts: Creation and Funding- Learn the difference between a last will and testament and a revocable living trust, how each works, and how best to title assets and assign proper beneficiaries. Bring your questions and concerns related to your estate.
Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.
Please note: The event information above has been added by the organiser. Whilst we try to ensure all details are up-to-date we do not make any warranty or representation as to the accuracy or completeness of the information shown.
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