Financial Wellness: Estate Planning

As part of our continued commitment to build 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, 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. Your 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.

If you have questions, you may contact the Employee Wellness office at 330-672-0392 or wellness@kent.edu. To see a complete list of financial wellness programs, visit our financial wellness webpage at www.kent.edu/hr/benefits/financial-wellness.

POSTED: Thursday, November 1, 2018 02:02 PM
UPDATED: Friday, March 29, 2024 11:46 AM