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Financial Planning Happy Hour: Important Estate Planning Moves

  • WingSpace Coworking 371 Garden Street Suite A Prescott, AZ, 86305 United States (map)

Estate planning isn’t just for older adults; in fact, everyone can benefit from giving their estate plan either a check-up or a boot-up.

Erica Ryberg, a financial planner with Montoya Wealth Management, offers an actionable class on the basics that everyone should know (and do!) about estate planning, including how to:

· Make sure all your accounts and property have the correct beneficiaries

· Make sure your family knows where your important documents are

· Protect your kids and yourself in case something happens

You’ll receive a checklist to help you know if there’s anything you might be missing and some guidance on deciding if you need additional help to get things in order.

Happy hour refreshments will be provided. 
(This event is sponsored and presented by Montoya Wealth Management)

RSVP to reserve your seat.

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Earlier Event: November 11
Sip 'n Swap (for Women)
Later Event: November 14
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