Broker Check
18 Jan
Luncheon: Estate and Trust Planning Isn't Just for Retirees


Planning for your estate is very important to your financial plan,  and has a major impact on who receives your assets upon death and who will control the process of handling your estate. Major topics discussed include:

  • What is an estate?
  • Why set up a trust?
  • Different types of trusts
  • Estate planning

Information is also provided about power of attorney, living wills, final wills and testaments, so that you’ll be informed about all the estate planning essentials.

Date and Time

Sat, Jan 18, 2020

11:00a - 12:30p EST


LPL Financial

6767 N. Wickham Rd
Suite 400
Melbourne, FL 32940


Enter through first floor lobby and take Elevator to 4th floor.

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