Estate Planning

About this Webinar

CUI Wealth Management is excited to invite you to the upcoming fifth installment of our six-part financial wellness webinar series. This webinar will introduce Estate Planning and basics, including the Estate Planning Pyramid, Estate and Inheritance Taxes, Probate, and Trusts. We will also discuss the Steps to Successful Estate Planning to help you plan for your financial future. Take advantage of this opportunity to learn from our experts and take control of your financial planning. Join us for this exclusive webinar on Estate Planning.

• Duration: Approximately 40 minutes

• Sessions

  • Friday, November 8, 2024, at 12:00 PM MST

  • Friday, November 11, 2024, at 6:00 PM MST

  • Thursday, November 14, 2024, at 6:00 PM MST

Webinar Topics:

• Introduction to Estate Planning & Basics

• The Estate Planning Pyramid

• Estate and Inheritance Taxes

• Probate

• Trusts

• Steps to Successful Estate Planning

Why Attend?

• Experienced Host: Learn from a seasoned financial advisor.

• Exclusive Resources: Access valuable resources and materials to enhance your financial literacy.

• Recording Available: If you're unable to make it, don't worry! Register anyway, and we'll send you a webinar recording after the event.