Broker Check
08 Oct
11:45am - 10/8/19 - Estate Planning


Beth Duffey


Joseph Duffey


Estate Management is effective in managing your financial and personal affairs during your lifetime; and second, distributing your wealth after your death. Through effective estate management you can avoid needless expenses in legal costs, and you can provide for loved ones who may not be protected otherwise.

Discussions will be on the following:

  • Estate Documents - Financial and Health Documents
  • Life Insurance
  • Wills
  • Trust

*Everest Financial does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.

Date and Time

Tue, Oct 08, 2019

11:45a - 1:00p EST


TruPartner Credit Union

1717 Western Ave
Cincinnati , OH 45214
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