Fundamentals of Estate Planning

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    October 20, 2021 3:30 pm / 5:00 pm

    • Address

      8318 N Lake Blvd. Kings Beach, CA 96143

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    • Contact

      530.582.3760

    • Price

      FREE

    In this free seminar, you will learn about the foundational elements of estate planning, including trusts, wills and related strategies, as well as decisions to be made to implement your own estate plan.

    Refreshments will be served. Participants also will receive a workbook with valuable information and many estate planning tools. Masks are required.

    ABOUT THE SPEAKER: Nicole Vance

    Nicole Vance is the Regional Director & Senior Wealth Planning Strategist for Dunham Trust Company. Nicole works with clients on trust and estate planning matters, including advanced wealth transfer strategies and asset protection planning. Read more here: https://www.dunhamtrust.com/.

    This event is organized by the Boys & Girls Club of North Lake Tahoe.

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