Financial Wellness: Estate Planning
As part of a continued commitment to building financial wellness, the Employee Wellness office is pleased to present "Estate Planning Strategies" on Tuesday, Nov. 13, from noon-1 p.m. in Room 107 at Heer Hall on the Kent Campus.
This estate planning workshop will provide practical information on components of estate planning, including incapacity planning, probate, estate taxes, wills and trusts. The presenter will be Sean Deasy, CFP, ChFC, RICP, of VALIC Financial Advisors Inc.
A light lunch will be provided. Register to attend. Space is limited, and livestreaming is not available for this workshop.
Direct question to the Employee Wellness office at 330-672-0392 or email@example.com. To see a complete list of financial wellness programs, visit the financial wellness webpage.