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Planned Giving Forum

September 18, 2016 @ 11:00 am - 12:00 pm

Planned Giving Forums: September 18th and 25th at 11:00 a.m. The first workshop covers the importance of Estate Planning with a broad overview of Wills, Living Wills, Health Care Proxies, etc. The second workshop is an overview of Planned Giving tools and techniques to consider. Both workshops will be led by Janet Rhodes Friedman, CFP®, CDFA™.

Details

Date:
September 18, 2016
Time:
11:00 am - 12:00 pm

Venue

Parlor
1317 Main Street
Concord, MA 01742 United States
Phone:
978-369-6309
View Venue Website
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