10 July
Estate Planning & Elder Planning Topics that Bridge Generations for Families

Description

Who: Chad Seigler, CFP ® with guest speaker and estate planning attorney Ryan Monk of Monk Law Firm

What: Estate Planning & Elder Planning Topics that Bridge Generations for Families

When: Thursday, July 10, 2025 - 4:00 PM 

Where: Virtual link to be provided upon positive RSVP

Please join Chad as he and Ryan Monk discuss multiple legal topics that could affect families of all ages.  This will be a Q&A-style webinar as Chad will ask Ryan questions that he often hears from clients and prospects.  Some of the topics to be discussed include when someone should consider establishing an estate plan, how and when trusts might be utilized, how multi-generational families should approach estate planning communications, and when special planning should be considered for aging parents with diminishing capacity. 

 This webinar is designed to address topics relevant to both young and aging families, covering issues that may impact multiple generations within the same family.  We welcome you to invite friends and family to this event as it is designed to be a conversation starter.  There will be an opportunity for you to ask questions as well.

 *** Please note that the Seminar Link will follow closer to the event date to those that RSVP. 

Thank You

Date and Time

Thu, Jul 10, 2025

4:00p - 5:00p EST

Location

Virtual Seminar

PT1H

Event Registration

Will you be able to attend this event?