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Managing Finances in Case of Incapacity

FREE
Managing Finances in Case of Incapacity

Details

Date:
Tuesday, July 16th, 2019
Time:
6:00 AM - 7:00 AM
Cost:
FREE
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Description

Please join Financial Advisors, Cynthia Keith and Kevin Henry of Oppenheimer & Co., at the Tenley-Friendship library as they provide a comprehensive overview of the primary aspects of Financial and Estate Planning including:


  • Important Documents

  • Managing Income Sources

  • Investment Principles

  • Wills and Probate

  • Tax Considerations

  • Lifetime Gifting & Trusts


 

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