Death and Taxes: Financial Planning with the End in Mind
Schedule
Sat May 11 2024 at 02:00 pm to 03:00 pm
Location
Bethel Lutheran Church | Minneapolis, MN
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Most of us avoid the topic of death, but planning for the inevitable doesn’t have to be scary. In fact, it is a gift to yourself and your loved ones. Leaving behind a financial and legal mess after your death adds to the heartache and oftentimes leads to hard feelings. This workshop presented by Nicole Boor, a wealth manager with Accredited Investors Wealth Management of Edina and an End in Mind Board member, will present a holistic overview of which questions we should be asking ourselves and our loved ones to plan for end of life. She will cover basic financial topics like saving, investing, and setting goals, and will also dive deep into estate planning as an important part of end-of-life planning.
The cost is $25, and seating is limited.
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Where is it happening?
Bethel Lutheran Church, 4120 S 17th Ave, Minneapolis, MN 55407-3318, United States,Minneapolis, MinnesotaEvent Location & Nearby Stays:
