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Estate planning basics for everyone

Estate planning basics for everyone

5 Key Estate Planning Documents, the people you need to identify, and steps you can take to establish an Estate Plan. Presented by Thomas Erb, AVP –Investment Officer, Wells Fargo Advisors and Matthew Wheelock (Principle, The Wheelock Law Firm). Lunch will be served.

Date:
Wednesday, August 14, 2019
Time:
12:00pm - 1:00pm
Location:
Eykyn Room
Campus:
Geauga West Branch
Categories:
  Adults  
Registration has closed.

Event Organizer

Erika Noark

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