Estate Planning Presentation w/ Mandy Roberts

No matter your wealth or status, you have an estate. And all estates have something in common—you can’t take it with you when you die. Having a strategy in place can make things easier for your family after you’re gone. At this workshop: Explore assets – whether they be financial or physical. Understand beneficiaries – family or organizations you care about. Gain tools to help put your plans into action. This workshop will be hosted by Mandy Wright, FIC, BFA™.