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DTSTART:20190319T164500Z
DTEND:20190319T180000Z
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SUMMARY:CXS | Do-It-Yourself Estate Planning For Simple Estates
DESCRIPTION: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. \n\n\n\nWho 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.\n\n\n\nYou 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.\nSpeaker Bio: \n\nSandi Weaver is a Certified Financial Planner professional and long-time CX member! She earned the Chartered Financial Analyst designation\, which is the benchmark of professionals in the investment field. She is a member of the Missouri Society of CPAs. \n\n\n\nYou may reach Sandi at sbweav@hotmail.com.
X-ALT-DESC;FMTTYPE=text/html: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. \;
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\nWho 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.
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\nYou 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.\n