Estate Plans and Wills

This educational session provides a general overview of how Wills, Trusts, and Powers of Attorney function, along with common estate-planning concepts individuals and families may consider when organizing their personal and financial affairs. The program will also address key areas that can influence financial life in retirement, including general planning considerations, common risks, and widely used approaches for managing the administrative aspects of an estate, such as navigating probate processes. The information presented is intended to help attendees better understand foundational estate-planning tools and considerations. It is provided for educational purposes only and will not include discussion of specific products, services, or individualized advice.

Presented by The Institute for Financial Education

Registration link available April 13.