Fundamentals of Estate Planning
This Event has no scheduled dates at this time. It last occurred on Wednesday, October 20, 2021.
Event Description:
In this free seminar, you will learn about the foundational elements of estate planning, including trusts, wills, and related strategies, as well as decisions to be made to implement your own estate plan. Refreshments will be served. Participants also will receive a workbook with valuable information and many estate planning tools. Masks are required.
ABOUT THE SPEAKER: Nicole Vance
Nicole Vance is the Regional Director & Senior Wealth Planning Strategist for Dunham Trust Company. Nicole works with clients on trust and estate planning matters, including advanced wealth transfer strategies and asset protection planning.
Pre-registration required
Price:
0
Where is the event?
North Tahoe Event Center
8318 N Lake Blvd
Kings Beach, CA
