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Considerations for Wills, Powers of Attorney, and Estates

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A one-hour awareness session that provides practical takeaways in a flexible timeframe
  • 1 Hour
  • Seminar
  • General Audience

Description

Protecting your loved ones and your assets is the basis of having Wills, Powers of Attorney and Estates. This course will provide you the basics so that you can assess what to consider as you set up these important aspects of your financial plan.

Structure

A 1-hour instructor led training session that combines lecture elements with a variety of engaging elements like Q&A, group discussion, as well as polling and chat functionality when delivered virtually