CANCELED Estate Planning 101 Workshop

Program Type:

Class/Workshop, Special Event, Virtual, Other

Age Group:

Adults
Please note you are looking at an event that has already happened.
Registration for this event is no longer open.
Contact a staff member to register for this event.

Event Details

Canceled due to Covid

 

I'm sure you are aware of the importance of planning for the future, but you may not know where to begin. We can help!

Join us in person or virtually to participate in an Estate Planning 101 workshop November 17, 10:00 - 11:00 am.

In this session, you will learn about:
Fundamentals of estate planning
Preparing for the estate planning process
Estate planning documents
Trusts and goals that can be achieved through trusts
Basic estate planning strategies

In Person*: Donald W. Reynolds Library Knox Community Rooms (limited seats available)

Virtual: Zoom (Please register for link to workshop)

To reserve your spot, email foundation@baxlib.org or
call 870-580-0705.

This session will be led by:

Craig Boone, Chief Wealth Officer at Farmers & Merchants Bank

&

Brian Rolland, Senior Managing Director for BTC Capital Management

*Occupancy limits observed. Face masks and social distancing required.