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Long-Term Care Planning

Estate Planning Essential to Financial Wellness w/Adam Keller & Ana Hernandez-Pace @Empower Series [Video]

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Estate Planning Essential to Financial Wellness w/Adam Keller & Ana Hernandez-Pace @Empower Series

View Clifton Ellis Johnson, Founder of EMPOWER Series, Inc. presented by Comerica Bank & AE Media Group LLC with Adam Keller, a Certified Financial Planner™ Practitioner with Three Oaks Advisory Group and Ana Hernandez-Pace, an Attorney for Shutt Law Firm, PLLC discuss the importance of creating and/or maintaining an estate plan and how it is essential to our financial wellness and our loved ones. Topics will include:

What is Estate Planning and Incapacitation Planning
Why is Estate & Incapacitation Planning Important
Components of Estate & Incapacitation Planning
Basic and Advance Estate Planning Strategies

Download pdf Handout: https://files.constantcontact.com/d24c246a601/3bf6882d-e84a-4e8c-8ae5-30b8f3357270.pdf

Family Limited Partnership: https://files.constantcontact.com/d24c246a601/27f879e6-fad5-4f77-b928-0286a89c038f.pdf

Donor Advisor Funds: https://files.constantcontact.com/d24c246a601/c0f183e5-ad48-41b7-b555-99f647ba40f0.pdf

Estate Planning Documents: https://files.constantcontact.com/d24c246a601/14ed4796-85a0-49d5-bf7d-2367c167493c.pdf

InfoGraphic on Estate Planning – https://files.constantcontact.com/d24c246a601/aa6e452e-b931-45ec-a64f-5ce941a47564.pdf

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Website: www.empowerseries.com

EMPOWER Series, Inc. is a non-profit corporation dedicated to positively impacting the world by inspiring people to thrive. We provide financial coaching, counseling and personal development workshops for students and adults. Local and national speakers share their inspiring personal stories of empowerment along with addressing a financial literacy topic. We believe that individuals and communities have all of the resources within reach to achieve their desired goals.

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Categories
Long-Term Care Planning

Evergrow Coin | Crater's Groundbreaking Long Term Potential [Video]

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