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Implementing an Effective Estate Plan to Preserve and Transfer Wealth

This session focuses on the basics of estate planning and how they play an important role in your financial and non-financial life. We will explore some common pitfalls that can have negative impacts on one’s estate plan. Case studies will be presented to demonstrate effective implementation of estate planning.

The Provost’s Office of Faculty Development and Diversity offers this program as part of a work-life series to support faculty in their work-life aspirations, but does not endorse a product or service.

Start Date: November 18, 2024
End Date: November 18, 2024
Start Time: 12:30 pm
End Time: 1:30 pm