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Financial seminar: Essential Estate Planning

Financial seminar: Essential Estate Planning In-Person

Get advice from experts on the essentials of estate planning, including:

  • Why are will & trusts essential to your life & legacy?
  • "Naming names"- the importance of naming Beneficiaries.
  •  Special Needs and kids protection planning
  • Gifting guidelines
  • PA Inheritance Tax – How much is my estate subject to?
  • Elder Law and Medicaid Asset protection
  • HNW strategies

Presented by Elizabeth Barker (Edward Jones) and Heather Turner Stein, an attorney specializing in estate planning.

Date:
Tuesday, November 11, 2025
Time:
6:30 PM - 7:30 PM
Time Zone:
Eastern Time - US & Canada (change)
Location:
William Jeanes Community Room
Audience:
  Adults  
Registrations open at 6:30 PM Tuesday, October 21, 2025

Event Organizer

Profile photo of Jennifer Tyson
Jennifer Tyson

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