Video] Matthew P. Koll, CFP® on LinkedIn: #finacialplanning #estateplanning #finacialliteracy #wealthmanagement…
Do you have a will or trust in place to protect your family and assets? Do you want to decide what happens to your money and how your family is cared for? Or…
Do you have a will or trust in place to protect your family and assets? Do you want to decide what happens to your money and how your family is cared for? Or would you rather it be decided in probate court? Register now for our virtual estate planning seminar on Thursday, July 20th at 5:30pm.
In this session, we'll demystify estate planning and discuss the documents you need, the key differences between wills and trusts and the responsibilities of an executor and successor trustee.
Presented by Arvest Bank Senior Wealth Advisor Ben McLintock, J.D., LL.M. (Taxation), CFP®, CFRE®.
See comments below for the RSVP link.
#finacialplanning #estateplanning #finacialliteracy #wealthmanagement #wealthadvisor
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Video] Matthew P. Koll, CFP® on LinkedIn: #finacialplanning
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