Estate Transition Planning Seminar
Date and Time
Tuesday Mar 21, 2023
10:00 AM - 12:00 PM CDT
March 21 from 10-noon
Location
Dyersville Social Center
Fees/Admission
Free
Contact Information
Community Savings Bank
https://bit.ly/3lBvccp or call CSB at 1-800-828-2318.
Estate Transition Planning Seminar
Description
Community Savings Bank is proud to present a free seminar on Estate Transition Planning with guest speakers Jane Hanson, Jeff State, and Nathan Fisher. Topics covered within the seminar include: • Wills & Trusts, Powers of Attorney, Directives • Property Ownership, Coordinating Plans • Goal-setting • Building your legal & professional team • Transition • Deferred Sales Trusts • Next steps - moving ahead with a plan.
