September Topic: The logistics of having your financial affairs in order!
We are going to share with you real life probate examples, timelines on when and how quickly items get done, as well as red-flag mistakes we see being made. And of course, we’ll have a checklist that you can take home to ask yourself that same question, are my financial affairs truly in order?
Session Options:
Lunch & Learn - Wednesday, September 14th - 11:30AM
Wine & Wisdom - Wednesday, September 14th - 4:30PM
In accordance with local guidance around COVID-19, masks will be optional while in our office. Please fee free to do whatever is most comfortable for you.
