Event
Richland Library Northeast
Getting Started with Your Estate and Financial Plan
Wednesday, July 26, 2023 6 p.m. – 7 p.m.
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Jonathan J. Robertson, CFP of the Abacus Planning Group and William H. Edwards, Partner and Attorney with Moore Bradley Myers Law Firm will lead a workshop covering the basics for developing an estate and financial plan.
The workshop will feature a discussion about: the need and purpose of various estate planning documents including wills, powers of attorney, and heath care powers of attorney; how to plan for leaving assets to spouses, family, minor children, and charity; financial concepts including goal setting, emergency reserves, using credit wisely, saving for retirement, and budgeting.
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2023-07-26 18:00:00
2023-07-26 19:00:00
Getting Started with Your Estate and Financial Plan
Jonathan J. Robertson, CFP of the Abacus Planning Group and William H. Edwards, Partner and Attorney with Moore Bradley Myers Law Firm will lead a workshop covering the basics for developing an estate and financial plan.
Richland Library Northeast
Richland Library
no-reply@richlandlibrary.com
America/New_York
public