Strategies of Estate Planning
Mike Murphy, Vice President of Estate Planning Fidelity Investments
Tue Jan 23, 12-01:30pm, Bechtel Hall; 1-390
No enrollment limit, no advance sign up
Single session event
This workshop provides a basic overview of estate planning including wills, trusts, and the fundamentals of a sound estate plan. Attendees will walk away with a general understanding of estate planning and what to consider when their retirement plan balances are a significant part of their estate.
Contact: Paul Gunning, Retirement Counselor, Fidelity Investments, 258-8872, paul.gunning@fmr.com
Sponsor: Human Resources
Latest update: 22-Jan-2007
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