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Money1

Library Workshop: Estate Planning

In this Money School workshop, learn the six steps to legacy planning for the generations:

  1. Plan for incapacity
  2. Get organized
  3. Think about the people you love and the causes you care about
  4. Work with financial professionals to put your wishes in writing
  5. Start creating your family legacy
  6. Monitor and update your plan

Presented by Cameron Fitzgerald, a partner of Black Diamond Financial Solutions, Inc. and an instructor with the Money School, a program of the Delaware Community Reinvestment Action Council.

This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing. Registration is requested and walk ins are welcome. To register by phone, call 1-877-307-6858.

Date

Oct 27 2021
Expired!

Time

5:00 pm - 6:00 pm

More Info

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Lewes Public Library

Location

Lewes Public Library
111 Adams Ave, Lewes, DE 19958
Category
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