Broker Check
22 May
What to Do When a Loved One Dies?


Beth Duffey


Joe Duffey


This event will include important discussions about:

  • Defining the 25 important documents
  • The Do’s and Don’ts after a death in the family
  • The 7 steps to get you through this process
  • Important facts about your Estate
  • Creating a financial plan based on your needs and goals
  • Updating or creating your ICE information

Date and Time

Tue, May 22, 2018

6:00p - 7:00p EST


Peoples First Savings Bank

225 Reading Road
Mason , OH 45040
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Event Registration