When:
-
Audience:
University employees and spouses
Event Description:
If you haven’t created an estate plan yet, you’ll be surprised how many topics it covers. Learn five steps to consider when preparing to meet with your estate planning professional.
Register on Fidelity's "Appointment Scheduler" webpage by selecting “Virtual Event” as Event Type.
Wellbeing Points: 200
Part of the February Pre-Retirement Seminars series meant for employees and spouses ages 50+!
*Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.
Event Categories
Retirement & Personal Finance,
Wellbeing