Getting It Together workshop: POAs, Wills and Trusts
Are you prepared? Do you hae a will? How about Powers of Attorney for healthcare and assets? Perhaps you need a trust? Getting the essential documents in place involves some difficult decisions. Financial advisers Anne Wieboldt, MBA, CFA(R), CFP(R) and Nancy Wieboldt, MBA, CTFA will help you get started
March 30: POAs for health and property
April 6: Will and trusts
Date and Time
Wednesday Mar 30, 2016
10:00 AM - 11:30 AM CDT
Wednesdays,
March 30: POAs for health and property
April 6: Wills and Trusts
10:00 a.m. 11:30 a.m.
Location
Women' Exchange
721 Pine Street, Winnetka, IL 60093
Fees/Admission
$50/$40 with paid registration 5 days in advance
Register and pay online at www.womens-exchange.org
Website
Contact Information
Deb Guy Executive Director
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