Loading Events

« All Events

  • This event has passed.

Preparing Your Estate Plan workshop

May 7, 2019 @ 6:00 pm - 8:00 pm

It’s a topic people tend to put off or ignore, but one of the most important things you can do is to develop a sound estate plan. Doing so lets you take a giant step toward a more secure future for yourself and generations to come.

Attend this Preparing Your Estate Plan presentation with Beth Percival, Financial Adviser with Edward Jones, and Jenny Ling, local estate planning attorney with The Law Offices of Jenny Ling, and you’ll 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
• How insurance can help protect your family

Appetizers will be served.

WHEN: Tuesday May 7th, 2019 6:00 PM to 8:00 PM

WHERE: Umpqua Bank 2620 California Ave SW Ste 500 Seattle

Details

Date:
May 7, 2019
Time:
6:00 pm - 8:00 pm
Event Categories:
,

Venue

Umpqua Bank