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Advanced Planning: Estate Planning Made Simple

November 17, 2020 @ 2:00 pm - 3:00 pm EST

Join Ohio National and IP Brokerage to learn more about the world of estate planning.

Have you ever wondered:

• Should a revocable trust own life insurance?
• What is a pour-over will?
• Does a trust provide creditor protection?
• What does it mean when a power of attorney is “durable”?

Advanced Planning’s Jenna Washatka, JD, CLU, ChFC, Senior Advanced Planning Consultant, will review the answers to these questions and more within the world of estate planning. Jenna will also discuss wills, testamentary trusts, revocable living trusts, tools for planning for incapacity, and how life insurance fits into your client’s estate plan.

REGISTER HERE

Details

Date:
November 17, 2020
Time:
2:00 pm - 3:00 pm EST
Event Category:

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