Educational
Financial & Estate Planning Seminar
9 a.m. to 10:30 a.m.
Recurring Event
Event Details
DATE:
This event recurs
weekly, until Sep 26, 2018
TIME:
9 a.m. to 10:30 a.m.
LOCATION:
Sertoma Event Center
1645 W. Republic Rd, Suite B2
Springfield, MO
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About This Event
Join panelists for a discussion about wills and trusts.
1. The differences between wills and trusts.
2. What supporting documents you need to effectively plan.
3. What impact potential tax and estate law changes could have on your finances.
4. How advanced estate planning strategies could make sense for your family.
Panelists: Sativa Boatman-Sloan, 417 Elder Law, Erin Norris, KPM Advisors and Josh Hartman, Commerce Trust Company
Free to the public. Complimentary pastries and coffee.