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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.
See the flyer for more details on this free session occurring at noon on March 22 and 23, 2018.
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.

Estate Plan

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UNM Staff Council
MSC02 1560
1 University of New Mexico
AlbuquerqueNM 87131

Physical Location:
Hokona Hall-Zuni
Room 302

Phone: (505) 277-1532
Fax: (505) 277-1313