In depth financial wellness

Where there’s a will, there’s a way

Want to understand how to protect your assets and family as part of your overall financial plan?

Find out what happens if you pass away without a will, what a power of attorney is and how to minimize taxes at death.

Tuesday, March 12, 2024, 3 p.m. ET.

Wednesday, September 18, 2024, 6 p.m. ET.

Do you have a will?

A will protects your assets and your family. Yet about half of us don’t have a will or a power of attorney. In this informative webinar you will find out what happens when you die without a will, what a power of attorney is and why we need one, how to minimize taxes at death and much more.

This webinar is best suited to anyone who wants to understand how to protect their assets and family as part of their overall financial plan.