This free presentation is given by Katrina C. Lessard, CFP®, AEP®, a member of Free Speakers Phoenix.
Fill in the form below and you'll hear back within three business days.
An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.
In this seminar on Estate Planning Basics, you'll learn:
* Why you need an estate plan
* Strategies to plan for incapacity, including special health care directives
* Wills, trusts, and life insurance
* Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax
You will also receive a free electronic workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.
No charge, no honorarium, no mileage costs. This guest speaker is free for in-person presentations in Phoenix and virtual presentations nationwide.
Free Speakers Phoenix is a pro bono speakers bureau. Since 2017, our speakers have given free presentations to Rotary clubs, libraries, schools, and community groups across the Phoenix area. Learn more about how it works.
