Course Description

To return to the session list page click '2007 ADA Annual Session' link above.
YOUR ESTATE PLAN: What state is it in?
Category: Finance
Course Code:5322

Synopsis:
How many common estate planning mistakes have you made? Using real-life examples and expert tips, this crash course can help you begin or refine your estate plan and avoid errors that could threaten your intended goals.

Learning Outcomes:
1. How/when to use basic planning tools
2. How to avoid common pitfalls
3. How to ensure your intentions are met

This course is underwritten by a grant from Great-West Life.

Speaker(s):
Stephen Rickles, JD