What You Need to Know About Estate Planning

What You Need to Know About Estate Planning
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Online Event

Can’t make the webinar? No problem. Register now and we’ll send you a link to the recording.

Proper estate planning is vital to protect your loved ones and your legacy. But it's often neglected or put off until it's too late.

 

Join MOAA financial and benefits professionals Capt. Paul Frost, USN (Ret), AFC®, and Lila Quintiliani, ChFC®, AFC®, along with special guest Joseph Montanaro, CFP®, Relationship Director at USAA’s Military Advocacy Group, on June 21 as we discuss important estate planning topics such as: 

  • Wills 
  • Trusts 
  • Advance Directives 
  • IRAs and Retirement Plans 
  • Probate 
  • Estate Taxes   

 
The webinar is part of MOAA's ongoing Fundamentals of Building Wealth series; MOAA Premium and Life members have access to all recorded MOAA webinars at any time via MOAA’s Webinar Archive. Premium and Life members also can download MOAA's Estate Planning guide for more information on this topic -- it's one of a suite of exclusive member publications