August Monthly Program: "Estate Administration: What Happens When You Die"

When
16 Aug 2022
11:15 AM - 1:30 PM
Location
In Person Luncheon with the Ability to Join Online: Valley of the Sun United Way - 3200 E Camelback Rd Ste 375 Phoenix AZ 85018
Registered
44 registrants

Registration

In Person First Time Guest – $45.00
In Person Member Substitute – $45.00
In Person Member with PrePaid Meetings
In Person PGRTAZ Member – $45.00
In Person Returning Guest – $65.00
Online First Time and Returning Guest – $25.00
Online Member – $25.00
Online Member with Pre Paid Meetings

Registration is closed

"Estate Administration:

What Happens When You Die"

Linda H. Bowers

VP, Senior Trust Advisor

Wealth Management

Northern Trust

When you die, there are administrative issues that may arise which can be prepared for in advance. Whether you are planning for yourself, helping a client with planning for the future, or a charity waiting to receive a charitable distribution from an estate, knowing what to expect helps you prepare. You will learn some tips and things to consider when planning, and gain insights into the estate administration process beyond just the estate planning

documents.

Please note our new meeting venue:

Valley of the Sun United Way

3200 E Camelback Road Ste 375

Phoenix AZ 85018

Click Here for Guest Parking and Directions

Be sure to review their COVID policy

Program pre-approved for one (1) PT CE credit

Program pre-approved for one (1) hour CE Credit

Huge THANK YOU to this Program's Partner!

Arizona Charitable Gift Planners

www.azgiftplanners.org

admin@azgiftplanners.org

602.840.2900 X1

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