Description
At this free, lunch-time financial planning seminar, we'll discuss:
- How to organize and protect your assets.
- Communicating your wishes.
- Trusts, wills, beneficiary planning, powers of attorney, and more.
Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation
Date and Time
Thu, Nov 12, 2026
11:30a - 12:30p EST
Location
COPFCU-Hamilton
Note
Please arrive 15 minutes early to get settled so we can start the seminar on time. Thank you!