Wills & Trusts Planning Workshop

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Program Type:

Education, Workshop

Age Group:

Adults
Please note you are looking at an event that has already happened.
  • Registration is required for this event.
  • Registration is no longer available for this event.

Program Description

Event Details

Mark Farnan of Retirement Income Planning, LLC will lead this informative workshop detailing ways that wills and trusts can work together to protect your assets from excessive taxation, lengthy probate and family disputes upon your passing, and even during your retirement.  

Come and get the estate planning strategies you need to ensure your intentions are clear and your investments are maximized.

Please note that this is a 90 minute program

Disclaimer(s)

  • Registration is required.

Do you require extra assistance such as seating, visual or hearing-related issues?
Request an accommodation to participate in library services, programs, or activities, by contacting the library at (608) 845-7180 or filling out the online form. Please submit your request at least two weeks in advance.