The Only Book You'll Ever Need for an Organized Estate
Establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones. Come join us for "The Only Book You'll Ever Need for an Organized Estate". We will guide you through completing a comprehensive organizer and provide industry knowledge for you to have peace of mind for an organized estate.
During this two-part workshop, each participant will receive the "My Estate Organizer" that is meant to provide clear information and personal direction to your loved ones and executor about steps that should be taken and how best to proceed in taking care of your affairs.
In-person seminar will be held at the Buckingham Advisors Education Center.
To attend in-person or via live webinar, please click the link below.
To attend in-person or via live webinar, please click the link below.
Cost: $125*
*Contact us if you'd like to sign up with family and/or friends for a multiple purchase discount.
Webinar Speaker: Tracy E. Travis, CES - Estate and Trust Planner
*Contact us if you'd like to sign up with family and/or friends for a multiple purchase discount.
Webinar Speaker: Tracy E. Travis, CES - Estate and Trust Planner
The Only Book You'll Ever Need for an...
Date and Time
Thursday Nov 2, 2023
11:00 AM - 12:00 PM EDT
Part One: October 26th, 2023 11:00AM - 12:00PM ET
Part Two: November 2nd, 2023 11:00AM - 12:00PM ET
Location
In-Person or Via Webinar
Fees/Admission
$125
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