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ESTATE PLANNING: LET’S PLAN FOR THE FUTURE "Establish a clear roadmap for your family’s future."

Date and Time

Wednesday Oct 20, 2021
9:00 AM - 10:00 AM EDT

OCTOBER 20, 2021   

9am - 10 am 

Location

zoom 

Fees/Admission

FREE 

Website

https://mc3-edu.zoom.us/webinar/register/WN_3Uq5j5FcR_aotGli21SOeA

Contact Information

Traci Connelly Goidas - Director of Development, Major and Planned Giving 215 641 6529 legacy@mc3.edu
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ESTATE PLANNING: LET’S PLAN FOR THE F...

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Description

ESTATE PLANNING: LET’S PLAN FOR THE FUTURE
 
"Establish a clear roadmap for your family’s future."
 
WEDNESDAY, OCTOBER 20, 2021
9:00 – 10:00 AM
FREE Virtual seminar via Zoom
Register by Tuesday, October 19
by clicking :https://mc3-edu.zoom.us/webinar/register/WN_3Uq5j5FcR_aotGli21SOeA
Please submit questions for the speakers with your registration.
 
 
 
TOPICS TO BE DISCUSSED:
• A checklist for estate planning
and organizing your financial
documents
• Tax reform and your estate plans
• Retirement plans, beneficiary
designations, and the SECURE ACT
• The benefits of charitable giving
 
 
TAKE THE NEXT STEP!
• Visit mc3.edu/legacy to request
your free estate planning guide
and sign up for our free monthly
e-newsletter.
 
QUESTIONS?
Email us at legacy@mc3.edu
 

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