Join Tuesday’s Children and The Newman Group to learn why everyone needs an estate plan.
December 14, 2021
12:00 PM – 1:00 PM EST
Estate planning is the process of mapping out how you want your personal and financial matters to be handled during periods of incapacity or at your death. A well-drafted estate plan makes your wishes clear and can help prevent family conflict.
Topics of discussion will include:
- What documents you need
- How to title accounts
- The benefits of gifting
- Where Washington, D.C. is on potential changes to estate planning
Morgan Newman, CFP®
Director – Investments at Oppenheimer & Co. Inc.
Senior Director – Investments at Oppenheimer & Co. Inc.
Tuesday’s Children’s Career Resource Center is inviting members of our community to join us and The Newman Group, a mother-daughter duo of financial advisors Cynthia and Morgan Newman, to learn more about estate planning.
*Please note, this program is open to all registered Tuesday’s Children family members.
Scroll down to register now.
For questions, please contact DeannaB@tuesdayschildren.org.