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Financial Literacy - Estate Planning

Thursday, September 30, 2021

The Estate Planning workshop is all about how to transfer your hard-earned wealth to your
loved ones.

Together we will review:
• Five basic clauses in an estate plan
• Five steps to creating your estate plan
• How estate planning fits into your financial home

Attendees are encouraged to take notes and ask questions. The resources used to create the
workshop will be made available for anyone to review and learn further from.