Lunch & Learn – Estate Planning

Date: Tuesday, May 8, 2018
Time: 11:30am-1:30pm
Instructor: Frank Oliver, Oliver Financial Group
Sponsor: Terry Christensen, Chase Bank
Location: LAR Classroom
CE Credit: None
Cost: FREE (includes Lunch)

This class includes Wills and trusts, Lifetime giving exclusion, Probate and your estate, Unlimited marital deduction, Choosing an executor, Tax-free inheritance, and Dealing with death and estate taxes.

Register Here






Estate Planning