For many people, creating an estate plan is a task that routinely gets pushed to the bottom of the pile. Some assume that estate plans are only for the wealthy. Others may simply want to avoid thinking about some of the tough topics estate planning entails. With the help of legal and financial professionals, drafting an estate plan is probably easier than you think.
This session will be taught by Eugene C. Sundberg, Jr., Esq. from Marsh Schaaf, LLP and Nicole Mello from Marquette.
Sun | Mon | Tue | Wed | Thu | Fri | Sat |
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1 | 2 | 3 | 4 | 5 | 6 | |
7 | 8 | 9 THE BASICS OF SAVINGS & THE 50/30/20 RULE *INCLUDES LUNCH | 10 | 11 | 12 | 13 |
14 | 15 | 16 | 17 | 18 BUSINESS BANKING SERIES 1: MERCHANT SERVICES TIPS & TRICKS *INCLUDES LUNCH | 19 | 20 |
21 | 22 | 23 | 24 PLANNING FOR AND EXECUTING A SUCCESSFUL RETIREMENT *INCLUDES LUNCH | 25 | 26 | 27 |
28 | 29 | 30 ESTATE PLANNING: POWER OF ATTORNEY AND LIVING WILL | 31 |