Estate Planning 101

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

This is a sponsored webinar. 

CANCELLATION POLICY:  Cancellations are not accepted for live webinars. You may choose to transfer your registration to another online learning product in the TASBO store or upcoming live webinar in lieu of cancelling.

If you have questions regarding registration, payments, invoices, or changes, please email register@tasbo.org.


 
When
10/15/2024 10:00 AM - 11:00 AM
Central Daylight Time
Where
Online
Registration
Online registration not available.