During the session, attendees will learn crucial strategies such as asset inventory, understanding legal documents like wills and beneficiary designations, collaborating with trusted advisors, and exploring charitable planning options. With over 30 years of experience in estate planning seminars, Phil Purcell brings a wealth of knowledge to help attendees navigate this important aspect of financial planning.
The event will take place at the Wabash Valley Community Foundation located at 200 S. 8th St., Terre Haute. To secure a spot, interested individuals must RSVP by August 13 by calling (812) 232-2234 or emailing in**@**cf.org. Space is limited, so early reservation is encouraged.
Whether you are just beginning to plan your estate or need to review existing arrangements, this seminar offers valuable insights and peace of mind. Join us for an informative session that can help you leave a lasting legacy for your loved ones.
Don’t miss this opportunity to gain valuable knowledge and ensure your affairs are in order. Reserve your spot today and take the first step towards securing your financial future.
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