Date and Time
–
09/04/2024
Length
1 hour
Description
Join us for a comprehensive session where we break down the complexities of estate planning into manageable steps.
What to Expect
Introduction (10 minutes)
- The importance of estate planning and common misconceptions
Main Topic (45 minutes)
- Understanding Wills: Types, components, and how to create one
- Financial Benefits: Tax advantages and protecting assets
- Legacy Planning: Charitable giving and setting up trusts
Closing (5 minutes)
- Penny Forward updates
Whether you’re just beginning to think about estate planning or need to update an existing will, this workshop offers practical advice and expert insights. You’ll leave with a clearer understanding of how to secure your legacy and provide for your loved ones.
Join the discussion
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