Traveling this summer? Get organized for your loved ones, in case the worst happens. This workshop helps you set up your estate plan, so that your assets pass on to whom you intend WITHOUT high fees or costs. These techniques are inexpensive. You do the legwork! We use real life case studies. We often recommend this approach with the younger clients at our financial planning firm.
Who should attend: young adults (married or single), younger families, older singles, older families with simple estate plans. We have a second workshop for complicated estates to follow.
You will learn how to define and set up your estate plan, detailing every asset you own that has a title. You'll know how to use the titling techniques and beneficiary designations allowed in Kansas and Missouri to help you achieve that.
Tuesday Mar 19, 2019
11:45 AM - 1:00 PM CDT
Tuesday, March 19, 2019
11:45 am - 1:00 pm
Training Umbrella
10551 Barkley suite 102, Overland Park, KS 66212
Free for Members Cancellations must be received 24 hours prior. No shows will be billed $15. No refunds. Special dietary needs for CX South, email cxfood@trainingumbrella.com 24 hours prior.
$35.00 Non Members
Printed courtesy of centralexchange.org – Contact the Central Exchange for more information.
5108 Cherry St. Ste 417, Kansas City, MO 64110 – 816-945-8954 – hello@centralexchange.org