Estate Planning

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Program Type:

In-Person Program

Age Group:

Adult

Program Description

This educational class explains how wills, trusts, and powers of attorney function, and the role they can play in helping protect your wishes and your loved ones. The session will also highlight five important concepts that often impact financial life in retirement, with an overview of common risks and general strategies to consider when planning. No specific products or services will be discussed.

Our presenters will be Tyler Wrezinski and Kerri Elsonof the Institute for Financial Education. 

Registration is required and can be completed online at bit.ly/estate0414.

Questions about this program can be emailed to Kerrie at reference@bloomingtonlibrary.org. 

Disclaimer(s)

Hearing Device Assistance

To accommodate hard-of-hearing patrons, the library offers the use of assistive listening devices in each Community Room and in each Children’s Program Room. For these devices to work, the presenter must use the room’s sound system. For the clearest sound, make sure the device is unobstructed by clothing or jewelry and sit in the first few rows.
If you experience connectivity issues, please let a staff member know. A guide on using the assistive listening devices is available.