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No matter your wealth or status, you have an estate. And all estates have something in common—you can’t take it with you when you die. Having a strategy in place can make things easier for your family after you’re gone. At this workshop:Explore assets – whether they be financial or physical.
Understand beneficiaries – family or organizations you care about.
Gain tools to help put your plans into action.
This workshop will be hosted by Mandy Roberts, FIC, BFA™.
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Event Venue & Nearby Stays
T.B. Scott Free Library, 106 West 1st Street,Merrill, Wisconsin, United States
