"Estate Planning Basics" Webcast

  • Share:
Name: "Estate Planning Basics" Webcast
Date: September 27, 2018
Time: 8:00 PM - 9:00 PM EDT
Event Description:

You are invited to a complimentary webcast: “Estate Planning Basics”.
 
During this presentation, you will learn:
 

  • Why you need an estate plan

  • Strategies to plan for incapacity, including special health care directives

  • Wills, trusts, and life insurance

  • Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax

 
Presenter: Michael V. Daniels, ChFC®, Senior Financial Advisor, Financial Focus Group
 
How To Participate: Log-on to the online webcast and/or dial-in to the conference call. Presentation slides will be shown online. Live questions are welcome.
 
Friends, family and colleagues are welcome to participate, nationwide.

Location:
Log-on to the online webcast and/or dial-in to the conference call.
Date/Time Information:
Thursday, September 27th at 8pm.
Contact Information:
RSVP via email for information to participate in this webcast, michaeldaniels@financialfocusgroup.net.
Fees/Admission:
This is a complimentary presentation.
Set a Reminder:
Enter your email address below to receive a reminder message.