Introduction to Estate Planning

March 1, 2018

Ruth's Chris Steak House | 275 S W Temple | Salt Lake City, UT

Event Registration Now Closed

An estate planning overview covering the process of an estate plan, disposition of assets in a tax advantaged manner, naming an agent for financial and healthcare decisions, naming fiduciaries, and more. This event featured Mike Halls, Portfolio Manager, Lant Webb, Portfolio Manager and Miranda Lumer, Senior Manager of Financial Planning.

Estate Planning Overview Download PDF - 695 KB