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Wills, Trusts & Estate Planning: Tarleton State University

  • Tarleton State University Fort Worth 10850 Texan Rider Dr. Fort Worth, TX 76036 United States (map)
Strittmatter Wealth Management Group Financial Education Courses Tarleton State University Wills, Trusts, & Estate Planning Fort Worth, Texas

Register Today!

Organizer: Strittmatter Wealth Management Group, LLC

Instructor: Josh W. Strittmatter, CFP®, CRC®, Kelly Buchfink, CFP®

Cost: $49

REGISTER TO LEARN:

  • The benefits and importance of having an estate plan

  • The differences between wills and trusts

  • How to plan for incapacitation, and what to do when a loved one dies

  • How to avoid probate and its associated costs, and minimize taxes

  • Strategies to protect your assets from creditors and the government

WHAT THIS COURSE INCLUDES:

  • Classroom Instruction and Course Textbook

  • Tools to Develop a Personalized Estate Plan

  • "Big Picture" Strategy Tools for your Personal Estate

  • Complimentary Estate Plan Consultation