Join Certified Financial Planner® Vince Darling ’19 of Focus Financial, and Estate Planning Attorney Elizabeth Scott from Heley, Duncan & Melander, PLLP, for a session on learning how to integrate estate planning into your financial strategy.
The webinar will cover essential strategies for integrating estate planning with your financial plan. These include:
- Wills vs. Trusts: Differences, similarities, and choosing the right option.
- 401(k)s, IRAs, and Annuities: Transfer processes and tax implications after death.
- Brokerage Accounts and Property: To gift now or wait—what’s best for your heirs?
- Powers of Attorney: Key considerations for appointing a POA.
- Healthcare Directives: Importance of specifying your healthcare preferences.
Career Workshop: Estate Planning 101
Wednesday, November 20
12:00 - 1:00 PM (CT)
Hosted on Zoom
*Investment advisory, insurance and financial planning services offered through Focus Financial Network, Inc. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services mentioned here are independent of Osaic Wealth.
Alumni Relations virtual events are open to all alumni and friends. Registered guests will receive a link to join the Zoom virtual workshop from Alumni Relations staff. Questions about this virtual event? Contact [email protected].