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.
- Wednesday, August 14, 2019
- 12:00pm - 1:00pm
- Eykyn Room
- Geauga West Branch