海角社区

Offered by the Health and Wellness Program in collaboration with CPA, as part of the 13th Annual Health and Wellness Fair for 海角社区 Faculty & Staff

We all share an instinctive need to protect and provide for our loved ones. One effective way is to protect your wealth through estate planning and formulating a plan for asset distribution, whether during your lifetime or after your passing. We invite you to participate in this informative session where you will:

• Understand the what and why of estate planning
• Learn about the various tools of estate planning
  • Powers of attorney
  • Wills
  • Joint accounts
  • Gifting
  • Trust
• Define dying without a will
• Highlight facts on life insurance

To register:

1. through Minerva. Registration closes one day before the event.

Note: The link to the session will be sent one weekday before the event.