Protecting your loved ones and your assets is the basis of having Wills, Powers of Attorney and Estates. This course will provide you the basics so that you can assess what to consider as you set up these important aspects of your financial plan.
*Note: This session is delivered virtually only.* A 1-hour instructor led training session that combines lecture elements with a variety of engaging elements like Q&A, group discussion, as well as polling and chat functionality.
Learning Objectives: