March Financial Wellness Session
March 13, 2018
Financial Wellness Session – March 2018 Why Do You Need An Estate Plan? Join TIAA Wealth Management Consultant Denise Lambert as she explains what you need to know about wills, asset ownership, and beneficiary designations. In this session you will:
- Take away questions for your attorney to create an effective estate plan.
- Become familiar with basic documents needed for your plan.
- Prepare for health care and financial decisions if you become incapacitated.
- Evaluate the potential for estate taxes.
Registration and virtual access are available on the Monthly Financial Wellness Seminars webpage, or via the links included in the flyer. Brought to you by UNM Benefits.