fbpx
Loading Events

« All Events

  • This event has passed.

“Preparing Your Loved Ones” Series: Communicating Your Plan

April 26 @ 11:30 am - 12:30 pm CDT

Finishing your plan is a milestone worth celebrating. But after it’s in place, consider who you’d like to bring up to speed about your wishes. This free, one-hour online lunch session will be two-fold: we’ll cover the basics of how an estate is typically settled, who is in charge of estate-related decisions, and keywords/phrases to know. Then we’ll hear from local professionals who will provide tips and tricks for communicating a plan well. 

It’ll be helpful for anyone, but especially for plan creators. They could also invite heirs or estate representatives who’ve been named in their plan, even if they don’t know the details of it yet!

We’ll give an overview of the rest of the series so attendees can think about who they’d like to invite back for additional training. Hosted by the Apex team and a panel of local legal, healthcare, and family services professionals. 

 

 

Details

Date:
April 26
Time:
11:30 am - 12:30 pm CDT
Event Category:

Organizer

Apex Legacy Consultants
Email:
admin@apexlegacyconsultants.com
Website:
www.apexlegacyconsultants.com

Venue

Online