Surveys suggest that over 60% of Americans do not have a will or estate plan in place. Of those who do, many have not been updated for current household situations.
- Are you looking to put a plan in place?
- Does your will or estate plan need updating?
Whether your plan is 25 years old or you are interested in putting your first plan in place, this free seminar shares information that applies to you.
All ages are welcome to join us!
- Please enter the building through the Tower Entrance and make your way to the Media Center (Room 2600) for the seminar.
- Seminar begins at 6 PM
Questions?
Contact Mission Advancement Director Jay Wendland - jwendland@fvlhs.org or 920-560-5107
Presenters, Tori Kluess (Class of 1984) and David Wendland (Class of 1996), will share their financial and legal expertise, and will answer your questions.
- Tori has over 25 years of experience in intellectual property law, computer and internet law, and commercial and business law. She also practices in the areas of estate planning, business succession planning and charitable giving, and handles probate and trust administration proceedings.
- David offers over 9 years of experience in retirement savings strategies, retirement income, insurance and annuities, and various wealth strategies.