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Women Accessing Capital: Estate Planning 101
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7/31/2014
When: Thursday, July 31
12pm ET/9am PT
Where: webinar
Contact: AnnaKate Moeller
415-434-4314


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Women Accessing Capital: Estate Planning 101

 

Thursday, July 31 at 12pm ET/9am PT

This course will cover: 

  • What estate planning document do I really need?
  • What is the difference between wills and trusts?
  • Should I hire a legal professional to help me?
  • Transfer of assets - the process
  • Finding the best person to head your estate if something happens

 

Course Instructor: Nicolina A, Stewart, CPA, PFS, CGMA, CLU, ChFC

WIPP Board Member, WIPP National Partner and President of CMA Solutions, Inc.  

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