Let’s Get Started with Estate Planning - Traverse City, MI

Name: Let’s Get Started with Estate Planning - Traverse City, MI
Start: 2024-10-29T17:00:00-04:00
Location: 202 E State St, Traverse City, MI 49684-5732, United States

Schedule

Tue Oct 29 2024 at 05:00 pm

UTC-04:00

Location

202 E State St, Traverse City, MI 49684-5732, United States | Traverse City, MI

Please join Nicolet Wealth Management and Mary Ann Wehr of Great Lakes Center for Estate Planning, PLC for an important discussion about estate planning. Control your estate planning by making decisions now to help support your interests and family.
• What will happen to my possessions when I pass away?
• Do I need an estate plan?
• Where do I start when planning for my estate?
• Is my existing estate plan out of date?
• Do I need a trust?
• Do I need to have my trust reviewed?
Featured Speakers:
Chris Pigorsh
VP, Trust Relationship Manager
Nicolet Wealth Management
Mary Ann Wehr of Great Lakes Center for Estate Planning, PLC
Attorney Mary Ann Wehr has been in practice for over 20 years and is licensed in Michigan. Her area of practice focuses on estate planning.
Tuesday, October 29, 2024
5:00 PM - 7:00 PM (ET)
Nicolet National Bank, 202 E State St., Traverse City, MI
5:00 PM
Enjoy Appetizers and Beverages
5:30 PM
Introduction and presentation by Chris Pigorsh, VP, Trust Relationship Manager, Nicolet Wealth Management
6:00 PM
Estate Planning presentation by Mary Ann Wehr of Great Lakes Center for Estate Planning, PLC
6:45 PM
Open Question and Answer Forum
RSVP by October 23:
Iryna Barkley
[email protected]
231.445.3201
Nicolet Wealth Management
nicoletbank.com | 800.369.0226
Great Lakes Center for Estate Planning, PLC is not affiliated with Nicolet National Bank, Nicolet Wealth Management, or Nicolet Advisory Services. The material presented is not legal advice and is provided for informational purposes only. Nicolet Wealth Management is a brand name that refers to Nicolet National Bank and certain of its departments and affiliates that provide investment advisory, trust, retirement planning and insurance services. Investment and insurance products are subject to risks, including possible loss of principal, and are: NOT FDIC INSURED; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY; AND NEITHER DEPOSITS OR OTHER OBLIGATIONS OF, NOR GUARANTEED BY, Nicolet National Bank or any of its affiliates.