Discover the keys to your financial future with Mission Investment Services. Our Summer Series consists of four highly informative and engaging events, carefully curated to provide you with valuable insights and strategies. Led by our esteemed financial consultants, each event focuses on crucial aspects of financial planning: Social Security, Retirement Planning, Investment Basics, and Estate Planning.
Do you know how you want your assets distributed if something were to happen to you? Do you know the difference between a will and a trust? What is a power of attorney and when should you get one? Which of your investment accounts have beneficiaries and transfer on death provisions? This discussion is meant to help you understand these concepts and documents in an effort to help you begin thinking about seeking out the right help to set up your estate.
Date: October 25th
Location: Battell Community Center - 900 N. Main St. Mishawaka, IN
Time: 6:00PM EDT
Date: October 19th
Location: Notre Dame Federal Credit Union
1200 119th Street, Suite A Whiting, IN
Time: 5:00PM CDT
Date: November 1st
Time: 6:00PM EDT/5:00PM CDT
Tracking Number: 489191
In this ebook, you'll learn the critical elements of an estate strategy. Considering these crucial details may help an executor uphold your values, goals, and desires for your estate.