Wealth Transfer Basics

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Program Type:

Career and Finance, ESOL

Age Group:

Adults
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Program Description

Event Details

At this workshop you will learn the answer to the following questions: What is a wealth transfer plan and who should have one? What can a wealth transfer plan help you accomplish? How does a wealth transfer plan work? What elements make up a wealth transfer plan? How do you get started? Presented by Foresters Financial Services and made possible by the Career & Finance Center.