Join us for an informative webinar>Topics covered include:
- Understanding wills, trusts, and how to minimize estate taxes
- Advance medical directives and powers of attorney
- Securing HIPAA authorizations and managing probate administration
- Estate planning strategies tailored to married couples
Date/Time: Tuesday, October 15, 2024 | 10:00 AM
Presenter: Marques Cormier, CFP, Senior Wealth Advisor, of TCG Trusted Capital Group
Cost: $0 Members / $75 Non-Members
CEU/CPE: 1
Target Audience: Member Benefit
About TASBO Webinars: Handouts will be distributed via email a day prior to the event. No prerequisites required to register.
Zoom: This webinar will be presented on Zoom, and you will receive a Zoom link once registration is processed