Broker Check
02 May
Webinar: Introduction to Estate Planning

Description

Do you have a plan in place that will ensure your wishes are met when you pass away or if you unexpectedly become incapacitated?

Join this live webinar, hosted by Landmark Wealth Advisors Cathy Jenson, CFP® and Leah Swanson, CFP®. Cathy & Leah will answer your questions as we explore the following topics:

  • What is the difference between a will and a trust-based plan?
  • What documents are included in each?
  • Why is it important to have a plan in place?

Please note, the material is not intended to serve as personalized tax and/or legal advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Landmark Wealth Management Group is not an accounting or legal firm. Please consult with your tax or legal professional regarding your specific tax situation when determining if any of the mentioned strategies are right for you.

Date and Time

Thu, May 02, 2024

12:00p - 12:30p CST

Location

Online via Zoom

PT30M

Event Registration