Crafting the right future takes planning and just the right recipe. Join Jenny Ling, an experienced estate planning attorney, and Joe Wride, a Certified Financial Planner Professional and founder of Crafted Finance, at this FREE, in person event and learn what you need to know about estate & financial planning.
You'll learn how comprehensive planning will enable you to have peace of mind knowing that you have a plan for your family and your future.
We will discuss:
- What does your family need if you aren’t here to care for them;
- What happens if you don't make an estate plan;
- What to consider when creating your Will;
- How to protect your money, even after you’re gone;
- Guardian nomination for minor children;
- The importance of incapacity planning;
- How wise and thoughtful planning can protect your adult children;
- The benefits of trust planning; and
- How you can get your estate planning done virtually from the comfort of home.
PLEASE NOTE: This is an indoor, in-person event, contingent upon the advice of public health officials.
