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St. Cloud, MN – Estate Planning Basics Workshop

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St. Cloud, MN – Estate Planning Basics Workshop

April 25 @ 10:00 am - 11:00 am

Estate Planning Basics Workshop

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:

  • Understanding how probate will affect your family and estate
  • Managing tax exposure and protecting assets
  • Making the best decisions regarding wills and trusts
  • Planning and funding for final expenses
  • Setting up documentation like power of attorney and health care directives
  • Preparing you for a visit to an attorney (potentially saving you money)

David Stang, Advanced Case Specialist and Team Lead, 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.

Details

Date:
April 25
Time:
10:00 am - 11:00 am
Event Category:
Event Tags:
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Organizer

David Stang, FICF
Phone
320-469-4735
Email
dstang@catholicunited.org

Venue

Catholic United Financial Center, St. Cloud
120 10th Ave N
St. Cloud, Minnesota 56303
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