Financially Healthy: Preparing Your Estate Plan

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Name: Financially Healthy: Preparing Your Estate Plan
Date: April 19, 2018
Time: 11:30 AM - 12:30 PM EDT
Event Description:
Financial health is an important component to our overall well being, and getting finances in order can greatly reduce stress! "Preparing Your Estate Plan" is a topic people tend to put off or ignore, but can be one of the most important things you do for your own future and generations to come. Attend this program and learn more about: - What to consider when creating your will - The benefits of trusts in estate planning - How to help reduce taxes on your estate - Strategies to reduce the amount of your assets subject to probate Light lunch will be provided. Please register ahead of time. Note: (this program is rescheduled from our original March 21st "Health & Wealth" luncheon)
The Philip Heit Center for Healthy New Albany
150 W. Main St.
New Albany, OH 43054
Date/Time Information:
11:30 a.m. - 12:30 p.m.
Contact Information:
Kristina Isenhour 614-685-6345
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