Financial Workshop #10 - Estate Planning Fundamentals

Financial Workshop #10 - Estate Planning Fundamentals

Learn the basics of estate planning and how to secure your financial future at our interactive workshop!

By Tyler Johnson, CFP®

Date and time

Monday, September 1 · 1 - 2:30pm EDT

Location

Steele Creek Community Place

13501 South Tryon Street Charlotte, NC 28278

About this event

  • Event lasts 1 hour 30 minutes

Financial Workshop #10 - Estate Planning Fundamentals

Come join us for our 10th financial workshop where we will be diving into the basics of estate planning. Whether you're just starting to think about your estate or looking to update your current plan, this workshop is for you! Our presenter will discuss the basics of wills and trusts, ensuring you leave with a better understanding of how to protect your assets for the future. Don't miss out on this valuable opportunity to learn and ask questions!

Location: Steele Creek Community Place

Organized by

FreeSep 1 · 1:00 PM EDT