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Protecting You and Your Loved Ones: Practical and Vital Estate Planning Information For Consumers in Plain English

Take Charge: Your Money. Your Life.

A FREE Webinar Series Brought to you by 360 Degrees of Financial Literacy and AICPA’s PFP Section From America’s CPA Financial Planners

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Protecting You and Your Loved Ones: Practical and Vital Estate Planning Information For Consumers in Plain English

October 18, 2:30 p.m. to 3:30 p.m. ET

Consumers must take proactive steps to protect themselves and their loved ones. Estate planning integrates financial planning, retirement planning, planning for disability and health issues.  A common misconception about estate planning is that it is something only wealthy individuals should do before they die. However, estate planning is an important part of life, regardless of wealth. Planning for the protection of your assets and passing them to your heirs is an essential process and one that should be undertaken with your most trusted advisors. Join CPA financial planners Martin Shenkman, CPA/PFS, AEP, JD, MBA, and Lisa Featherngill, CPA/PFS, in this FREE one-hour web seminar as they lead you in a practical and understandable discussion of key estate planning concepts that affect everyone.

Topics will include:

  • Steps in the estate planning process
  • Building blocks of your estate plan: Documents, Insurance, Financial Planning, and Special Issues
  • Estate planning with regard to charitable giving and chronic illness
  • How your advisor can simplify your estate planning and save you time and money

Martin and Lisa will answer your questions at the end of the presentation.

To register for this seminar, click here, then click on the Register button at the bottom of the page, and complete and submit the registration form that appears. You will receive an e-mail from [email protected] within five minutes confirming your registration; look for it in your Junk E-mail folder if it does not appear in your Inbox.

If you have any questions, please contact [email protected].

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