Did you know a majority of Americans don’t have an Estate Plan?

In fact, 40% - 80% don’t even have a basic will. Of those that do have an Estate Plan, 50% do not understand the plan. This presentation will address what an estate plan is, why you should consider estate planning, and some common estate planning techniques. Having a basic understanding of Estate Planning will not only benefit you, but your loved ones as well. Presented by Jeff Fernandez, Financial Advisor and member of our Infinity Circle, along with Keith Wolak, Estate Planning Attorney. Refreshments provided by The Infinity Circle.

When: Tuesday, December 14 from 11:30am-12:30pm
Where: YMCA Community Room
Who: 55+, Free for members and community
Register: "Silver Gather and Grow" online, app, front desk


Event Details

Tuesday December 14, 2021 11:30am to 12:30pm