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Due to maintenance issues at our Park Ave. office, we are temporarily closing this branch for a few hours. Stay tuned for updates here.

 

Innovation Learning Center Events

January 30 2024

ESTATE PLANNING: POWER OF ATTORNEY AND LIVING WILL

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
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

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