Wills, Trusts & Estate Planning
| Dates: | October 11, 2024 |
|---|---|
| Meets: | F from 1:00 PM to 4:00 PM |
| Location: | UT Arlington TBA |
| Cost: | $69.00 |
There are still openings remaining at this time.
By attending this class, you will learn more about the tools and strategies that are needed to protect your assets and give you back control over decisions that will affect you and your family moving forward.
Here are just a few examples of the many things you will 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
Here are just a few examples of the many things you will 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
| Fee: | $69.00 |
|---|---|
| Hours: | 3.00 |
| CEUs: | 0.30 |
UT Arlington TBA
Continuing Education and Workforce Development (CEWF)
140 W. Mitchell Street, Arlington, Texas 76019
Phone: 866-906-9190
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Joshua Strittmatter
Josh W Strittmatter, CFP®, CRC®Josh is the president and CEO of Strittmatter Wealth Management Group, LLC based out of Weatherford, Texas. He has over ten years of experience as a financial planner and specializes in retirement planning and investment management. Josh graduated Cum Laude with a BBA majoring in Finance from the University of Texas at Arlington. He has also obtained the CFP® and CRC® designations. Josh has a passion for education and believes that the key to financial success is knowledge.
Find out more about Josh and Strittmatter Wealth Management Group, LLC. by visiting www.strittmatterwealth.com.
