
10
March
Financial IQ: Estate Planning 101
Description
This seminar covers the basics of the estate planning process and explores some tax strategies to consider when planning for your estate. Upon completion, attendees will:
- Understand the different options available in planning for an estate,
- Have an overview of The Tax Cuts and Jobs Act of 2017, and
- Learn about various federal gift and estate tax reduction strategies.
Date and Time
Thu, Mar 10, 2022
11:00a - 12:00p EST