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Estate Planning 101 - Special Needs Trusts & Late Life Planning
Tierra del Sol invites you to join us for an informative and interactive webinar on Estate Planning with Angela Wethor, JD, CPA, Corporate VP, and Advanced Planning Consultant with New York Life. Learn the best way to establish an estate plan to cover Disability, Death, Discord, Distributions, and Distress using an estate planning checklist, as well as vehicles and resources to protect your assets along with Special Needs Trusts information.

Julie Snyder, Life Planning Navigator for Tierra del Sol and Regional Trainer for the National Task Group on Aging & Dementia will address How to Avoid Crisis Planning and Create a Letter of Intent.

Jun 15, 2022 04:00 PM in Pacific Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Cathy Galarneau-Tierra del Sol.