To RSVP: Click or tap here to RSVP or call 1-800-441-9949.
This workshop is two things: 1) a great starting point for people who need an estate plan and 2) a good reminder to people who have a plan and want to make sure it’s up-to-date. Topics to be discussed include:
David Schonhardt, FICF, Advanced Case Specialist for Catholic United Financial, will address these estate planning topics and take questions about your situation during our Q&A session.
To RSVP: Click or tap here to RSVP or call 1-800-441-9949.
Nothing will be sold at this workshop. For educational purposes only. Workshop is about one hour in length, depending on audience participation.