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Kirtland FCU offers monthly seminars, a variety of webinars, and various member events designed to hone your financial decision-making skills.

All Events > Estate Planning—An Introduction

Estate Planning—An Introduction
You plan for every stage of life. Your children’s education. Retirement. Planning for the end of life is, likewise, an important piece of your financial planning picture.

During this FREE webinar you’ll learn: 

    • What makes up an ‘estate’.
    • The different types of trusts and why you might consider one.
    • What other legal documents you may need when the time comes.

Learn the essentials of estate planning, including Power-of-Attorney options, living wills, and final will and testaments. Thoughtful planning now for your finances and assets now will have a major impact on those closest to you when the time comes.

Presented by: Keith Hardy, Wealth Management Advisor
Date:Wednesday, September 30, 2020
Time:12:00 PM - 1:00 PM
Location:Free Zoom Webinar