Managing Finances in Case of Incapacity

Tenley-Friendship Library

Managing Finances in Case of Incapacity

Tuesday, July 16, 2019, 10 a.m.

Please join financial advisor, Kevin Henry, of Oppenheimer & Co. for a comprehensive overview of the primary aspects of financial and estate planning.

Topics discussed:
  • Important Documents 
  • Managing Income Sources
  • Investment Principles
  • Wills and Probate
  • Tax Considerations
  • Lifetime Gifting, Trusts
The seminar is strictly educational. No products or services will be promoted.