Description
Join us to learn more about
Estate Planning in the Time of Coronavirus
Our speaker, Stu Johnson, CFP Branch Manager, at Cetera Investors will highlight the following;
Putting some estate planning measures into place
Preparing for illness or incapacity
Common estate planning documents
Account titling and beneficiary designations
The Importance of a Legacy Planning Checklist
As a note, once you RSVP you will be sent an invite to the Zoom meeting in your conformation. Zoom can be accessed either online or their mobile app. During the presentation, both audio and visual will be used.
Date and Time
Wed, Aug 26, 2020
6:00p - 7:00p PST