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Estate planning basics for everyone

Estate planning basics for everyone

Five 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, December 11, 2019
Time:
12:00pm - 1:00pm
Location:
Gilson Room
Campus:
Geauga West Branch
Categories:
  Adults     Encore 50+     Seniors  

Event Organizer

Erika Noark

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