Description

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Estate Planning 101 - Build a Plan that Works

Learn how to create an estate plan that reflects your values and safeguards your assets. Financial expert Nelson Rutherford, CPA/PFS, CFP®, and attorney Elizabeth Munns share practical strategies for wills, trusts, and tax efficiency. Res $5 / Non-Res $7

Course #33193 | 10–11:30 a.m. | Wednesday, 1/21

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Session held at LO Adult Community Center (ACC)505 G Avenue, Lake Oswego

Age Category

Adult

Location

505 G Avenue, Lake Oswego, OR 97034

Instructor

Nicolette Hume