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Be Intentional About the Future: An estate planning and financial planning discussion

  • Worley Erhart-Graves Financial Advisors 3500 DePauw Boulevard Indianapolis United States (map)

Last year taught us to expect the unexpected. It’s easy to put off making unpleasant decisions about our future, but taking the time now can ensure that you are the one making decisions for your family. Juli Erhart-Graves, CFP® and Rebecca Geyer, J.D. will discuss common estate planning documents every adult should have, designating beneficiaries, and actionable strategies you can employ in your own estate plan so you can have peace of mind knowing you’ve been intentional about planning for your future.

If you or someone you know would benefit from attending this webinar, RSVP today!  

WHEN: Wednesday, August 4, 2021, 6-7:00 p.m.

WHERE: This is an online webinar.

COST: None. This is a free event so please share the information with a friend.

RSVP: By Monday, August 2, 2021 to christina@wefinancialadvisors.com, Eventbrite, or by calling 317-872-5090

Earlier Event: July 21
Raising Money-Wise Kids Webinar
Later Event: October 20
Retirement Planning Webinar