Broker Check
12 June
Estate Planning

Description

What you should know about wills and trusts, and what key documents go along with your estate such as power of attorney and patient advocate.

Join us along with estate planning attorney, guest speaker, Tom Wall, Jr., Esq.

Information on annuities and mutual funds will also be available.

Hors d'oeuvres and beverages will be served. 

Guests are welcome

Must reserve your spot by June 5th

Hosted by Vicki Filipiak, CFP®, CDFA®

This event is sponsored in whole by Russell Investments and F&G Life Insurance Company.

For a comprehensive review of your personal situation, always consult your tax and/or legal advisor. Neither Cetera Investment Services LLC nor any of its affiliates offer tax or legal advice.

Date and Time

Wed, Jun 12, 2024

5:30p - 7:00p EST

Location

The Black Barn at Ridge Farms

561 East Northfield Chruch Road
Whitmore Lake , MI 48189
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PT1H30M

Event Registration

Will you be able to attend this event?