Lunch & Learn: Creating Your Estate Plan | Free
Feed your body & mind as local experts share their knowledge about topics important to you. Bring your own brown bag lunch; dessert and coffee are on us. This is a free event. Presented in partnership with PacificSource Health Plans.
April 8: Creating Your Estate Plan
with Kenny Hadden, Financial Advisor and Matthew Matrisciano, Estate Attorney
In honor of National Financial Literacy Month, this presentation will provide an overview of estate planning so you can determine what next steps are appropriate for your individual situation.
Topics include: what to consider when creating a will, the benefits of trusts in estate planning, how to help reduce taxes on estates and how insurance can help protect your family.
Learn about Lunch & Learns and other activities on the Bend Senior Center’s activities webpage.
Feed your body & mind as local experts share their knowledge about topics important to you. Bring your own brown bag lunch; dessert and coffee are on us. This is a free event. Presented in partnership with PacificSource Health Plans.
April 8: Creating Your Estate Plan
with Kenny Hadden, Financial Advisor and Matthew Matrisciano, Estate Attorney
In honor of National Financial Literacy Month, this presentation will provide an overview of estate planning so you can determine what next steps are appropriate for your individual situation.
Topics include: what to consider when creating a will, the benefits of trusts in estate planning, how to help reduce taxes on estates and how insurance can help protect your family.
Learn about Lunch & Learns and other activities on the Bend Senior Center’s activities webpage.
Larkspur Community Center 1600 SE Reed Market Road Bend Oregon 97702
