My Profile   |   Contact Us   |   Sign In   |   Register
Women Accessing Capital: Estate Planning 101
Tell a Friend About This EventTell a Friend

When: Thursday, July 31
12pm ET/9am PT
Where: webinar
Contact: AnnaKate Moeller

Online registration is closed.
« Go to Upcoming Event List  


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.  

more Calendar

Give Me 5: 5 Things You Should Know About Simplified Acquisition Opportunities

Give Me 5 Virtual Mentoring: Simplified Acquisitions

Give Me 5: Executing Your Plan to Add Zero to Your Revenues (Part 2)

Give Me 5: Executing Your Plan to Add A Zero to Your Revenues (Virtual Mentoring)

Featured Members
Pamela MazzaWIPP National Partner

Privacy Policy / Disclaimer    |    © WIPP  |    888-488-WIPP

Association Management Software Powered by YourMembership  ::  Legal