Financial Wellness: Estate Planning Made Simple

Financial Wellness: Estate Planning Made Simple
Presented by Andrew Barninger - Personal Wealth Advisory, LLC

Come join us for session 3 of the Financial Wellness Series. All are welcome to attend and to join the discussion on estate planning that will be helpful for business owners and employees alike. 
Listed below is a list of topics that will be covered:

• What everyone with a family or a business needs to know
• How can you make estate planning simple for yourself and your family?
• Do business owners need to do anything differently?
• Why keeping your planning documents updated is so important
• If you own a business, how can you protect your family’s future?