John G. Ullman & Associates is excited to announce our next in-person event, focusing on the topic of Estate Planning. Secure Your Legacy: Estate Planning Explained is slated to be held on Thursday, October 17th at 5:30 p.m. at JGUA Headquarters (343 Daniel Zenker Drive, Horseheads, N.Y.).
The in-person session will be led by JGUA Senior Vice President, Darren Wilcox, JD, CFP® and Senior Associate Advisor, Sarah E.J. Collier, JD. The pairing will cover a variety of Estate Planning topics, including:
- An Introduction to Estate Planning
- Wills & Trusts
- The Probate Process
- Beneficiary Designations
- Healthcare Proxy
- Living Wills
- Charitable Giving
- Family Succession Planning
- Asset Protection Strategies
- Digital Assets in Estate Planning
- Reviewing & Updating Your Estate Plan
Early registration is encouraged, as each registrant will receive a course booklet that is packed with information pertaining to all of the topics listed above. All registrants will also receive a recording of the presentation shortly after it takes place.
If you have questions that you would like to ask either of our presenters during the session, we ask that you submit them using the space in the registration form below. Direct questions on the presentation should be directed to JGUA by calling 607-936-3785 or by emailing [email protected].
Once you have completed your registration, a JGUA Marketing & Communication Representative will be in contact to confirm your registration. We hope to see you there!
*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc. and its employees.
*We are not practicing attorneys or licensed insurance sales professionals. We review these areas as an objective third party with our client’s best interests at the forefront
