Join TIAA Wealth Management Consultant Denise Lambert, who will help you learn more about wills, asset ownership, and beneficiary designations. Take away questions for your attorney to create an effective estate plan. Become familiar with basic documents needed for your plan. Prepare for health care and financial decisions if you become incapacitated. Evaluate the potential for estate taxes.
See the flyer for more details on this free session occurring at noon on January 25 and 26, 2018. Complimentary lunch is provided for those who RSVP and attend in person.
Registration and virtual access are available on the Monthly Financial Wellness Seminars webpage, or via the links included in the flyer.