Estate Planning Basics
Leader: TBD
Wed Jan 23, 11:30am-01:00pm, Twenty Chimneys, Student Center
No enrollment limit, no advance sign up
Single session event
Prereq: None
This workshop is designed for employees who want an overview of estate planning issues and considerations. Participants will learn the effects of recent tax law changes on estate planning strategies.
Highlights include:
- A detailed review of estate planning techniques;
- A discussion of common estate planning mistakes and how to avoid them;
- Steps to help make sure your estate plan is in order.
Contact: Paul Gunning, Sr. Retirement Counselor, Fidelity Investments, 258-8872
Sponsor: Human Resources
Latest update: 06-Nov-2001
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