Presented by J. Kevin Meaders, J.D.,CFP®,ChFC, CLU.
Please join us for our IN PERSON event!
During this legal Lunch & Learn Kevin will address the following questions:
• What happens if l (or my spouse) die without a plan in place?
• What's the difference between a Will and a Living Trust?
• What are the benefits of a Trust and is it as complicated as it sounds?
• What are "living documents" and why should everyone have them?
• What do I need to do to keep my plan up-to-date with my current desires and changing laws?
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks, LLC nor any of its representatives may give legal or tax advice.
This event is purely educational. No products or services will be offered for sale and there is no obligation.
Date and Time
Thu, Mar 16, 2023
11:00a - 12:00p EST