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Estate Planning | Virtual Workshop

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Estate Planning Workshop

Event Description:

What is an estate plan? Simply put, it’s a map of how you want your personal and financial affairs to be handled in case of incapacity or death and the subsequent implementation of the strategies that will fulfill your goals. From savings accounts to investments to property, it is vitally important to make sure you have a plan in place before an incapacity or death happens.

In this workshop, CFS Financial Advisor1 Tony Fox and attorney Shauna Haney will discuss estate planning basics and strategies. Topics to be covered include:

  • planning for incapacity
  • how wills and probate work
  • who might benefit from a trust
  • life insurance, health care, and planning for death

 

Click here to register today and feel free to invite family and friends! We hope to see you there!​​

Event Details

Date:
May 27, 2021

Time:
7:00 pm - 8:00 pm

Event Category:
Website:
http://bit.ly/May2021_Workshop2

Organizer

Clackamas Federal Credit Union

Venue

Virtual Workshop:
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