In this workshop, you’ll learn about:
- The parts and pieces of an estate plan.
- Suggested timeline of planning specific to your situation.
- Estate planning for all stages of life.
In person: lunch provided. Online: gift card raffle
Location
Online Webinar
or
Mack Doyle Conference Center
This workplace workshop is open to employees of Somerset CPAs.
If you are interested in hosting this workshop at your organization, contact
your Elements Relationship Manager today.