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Preparing Your Estate Plan Class

Join Financial Advisor, Joe Unangst, and Attorney, Steve Campen, for a basic overview of estate planning. It’s a topic people tend to put off or ignore, but one of the most important things you can do is develop a sound plan for your estate. Doing so lets you take a giant step toward a more secure future for yourself and generations to come. Attend this class and learn more about what to consider when creating your will, the benefits of a trust, how to help reduce taxes on your estate and how insurance can help protect your family.

When? Tuesday, November 9 6:30pm – 7:30pm

Where? Natelli Family Y

Member/Potential Member Rate $5/$10

All participants must register in advance.

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