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Estate Planning Seminar with Creative Planning. (Oh, yeah – lunch provided!)
October 1 @ 11:00 am - 1:00 pm CDT
So, we’re getting a little serious with this one. Creative Planning is the largest Investment Advisory firm in the Kansas City metro area. On Tuesday, October 1 they’re holding a lunch and learn customized estate planning seminar with KCPT’ers at their Overland Park office. Here are some of the topics and there is plenty of time for Q&A. This won’t be a dry, dull pitch. Our two speakers are very experienced and engaging and we plan on a very interactive two hours. Questions are welcome!
Customized Estate Planning: Learn about key documents such as wills, trusts, and powers of attorney with a focus on LGBTQ+ specific concerns.
Strategies and Potential Pitfalls: Explore strategies to address unique challenges, minimize potential taxes, and protect your assets and loved ones.
- Get answers to your specific questions about estate planning within the context of LGBTQ+ issues. For example:
- If you were hospitalized and unable to make your own medical decisions, who would make those decisions for you, and is that the person you would choose?
- If you passed, would the right people, and perhaps more importantly, not the wrong people inherit your possessions and assets?
- How do we prevent arguments amongst family members, friends, spouses, partners, and other relatives at our deaths?
Interactive Q&A:
This is an invaluable learning experience for all of us. Plus, there’s a great lunch! Click on this link for the lunch menu. You can choose what you’d like to eat but please RSVP by September 27. How great is that?