Fundamentals of Estate Planning


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

    • Address

      8318 N Lake Blvd. Kings Beach, CA 96143

    • Contact


    • Price


    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:

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

    Previous articleGiving to Charity Using Tax-Wise Financial and Estate Planning Techniques
    Next articleSeptember Trash Pickup Challenge