Estate Planning Essentials Webinar with Tompkins Financial Advisors

Date and Time

Thursday Jun 12, 2025
12:30 PM - 1:15 PM EDT

Date: Thursday, June 12, 2025
Time: 12:30 - 1:15 PM

Location

Online/Virtual

Website

https://webinar.tompkinsfinancialadvisors.com/estate-planning-essentials

Estate Planning Essentials Webinar wi...

Description

Join Tompkins Financial Advisors' trust and estate team to learn more about a variety of estate planning essentials. The webinar will cover topics such as:

• Key Estate Planning Documents
• Beneficiary Designations and Account Ownership
• What is a Trust and Do You Need One?
• What is a Corporate Executor and Trustee
• Life Changing Events and Updating Your Documents
• Tax Updates

Register here: https://webinar.tompkinsfinancialadvisors.com/estate-planning-essentials

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Printed courtesy of www.dcrcoc.org/ – Contact the Dutchess County Regional Chamber of Commerce for more information.
One Civic Center Plaza, Suite 400, Poughkeepsie, NY 12601 – (845) 454-1700 – office@dcrcoc.org