Financial Planning for Adults

3300 Woman's Club Drive,Raleigh NC 27612

16 March, 2023

Description

Join us on Thursday, March 16, 2023, for an evening of answers to your burning questions about: Estate Planning, Wills and Trusts, Powers of Attorney, Medical Directives, Caregiving, Long-term Care, Investments, 401K and IRA, Planned Giving, and more. We begin the program at 7:00pm with a Question & Answer segment with our six panelists. At 8:00pm, we shift to a breakout format where you can visit these experts individually should you have other questions or want more information on a particular topic. Virginia Clay - Long-term Care Marshall Culp - Investments Brandi Gerew - Banker Stephanie Gootnick - Medical Directives Alisa Huffman - Estate Planning & Elder Law Jaleh Neshat - Caregiving