Free Estate Planning Oct. 20 and 27
Even if you have a will or trust, what else do you need to know?
Join us for a fun, informative, and interactive conversation about estate planning and potential pitfalls that can undermine your intentions. You are certain to learn something, even if you already have a plan in place!
Hear constructive ways to leave a meaningful legacy. Learn why your IRA Beneficiary form is such a powerful document. Find out how to make the most tax efficient donations using your IRA – and why it is “better than getting a deduction”.
Presenter is Elisabeth Andreason, executive director of the The Andreason Group at Morgan Stanley. She is a wealth advisor and a certified financial planner.
Two sessions are scheduled, Sunday, October 20 and October 27, 11:00 am to 12:30 p.m. in the Parish Hall. We urge you to come to the first one if you can, as you may well want to hear the second one also.