help_outline Skip to main content
Add Me To Your Mailing List
Shopping Cart
cancel
HomeEventsEBN: Estate Planning and Giving

Events - Event View

This is the "Event Detail" view, showing all available information for this event. If registration is required or recommended, click the 'Register Now' button to start the process. If the event has passed, click the "Event Report" button to read a report and view photos that were uploaded.

EBN: Estate Planning and Giving

When:
Wednesday, November 16, 2022, 10:00 AM until 11:00 AM
Where:
This is a virtual event.

Additional Info:
Mary Gunn(s):
Mary Gunn
Category:
Virtual - Meet & Greet
Registration is required
Payment In Full In Advance Only
No Fee
Join Glenn Frank and Steve Lewis for a conversation about wills, trusts, durable power of attorney for financial decisions, health care proxy, beneficiaries, and giving. Steve is an MBA/CPA who worked in corporate finance for 40 years. He now volunteers with VITA to do federal and state tax returns for low- income older adults. Glenn has a Master's Degree in Taxation and was named "Planner of the Year" in 2019 by Massachusetts Financial Planning Assoc.