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Prepare Wisely – Estate Strategy Essentials

April 14 @ 11:00 am - 12:00 pm

April is Financial Literacy Month, a great time to improve the skills you need to make informed and effective decisions with your money. WE have a lot of great resources available at the library to learn about budgeting, insurance, and more.

We’re also hosting a series of virtual financial literacy workshops with Bryan Schmeling from Thrivent, as a supplement to Money Smart Week.

Tuesday, April 12 at 3:00pm, register for Prepare Wisely – Estate Strategy Essentials
Discover essential factors in building your estate plan.
No matter your wealth or status, you have an estate. And all estates have something in common— you can’t take it with you when you die. Join us for a free workshop, Prepare Wisely: Estate Strategy Essentials.
  • Explore assets – whether they be financial or physical
  • Understand beneficiaries – family or organizations you care about
  • Gain tools to help put your plans into action

This session is hosted by Bryan J Schmeling, FIC, RICPr, BFAe. No products will be sold.

Details

Date:
April 14
Time:
11:00 am - 12:00 pm
Event Categories:
,

Organizer

Reference Librarian
Phone:
4016475133
Email:
katherine@scituatelibrary.org