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Financial Self Defense and Estate Planning

Listen to information provided by the Center for Disability and Elder Law (CDEL) on the importance of Estate Planning with emphasis on how to use the Transfer on Death Instrument (TODI) as part of a Financial Self Defense toolkit.

Also learn about other tools to improve and defend your finances including:
Reducing your housing costs, reviewing insurance policies, ensuring all eligible property tax exemptions are being taken and avoiding 3rd party utility supplier missteps.

This webinar is hosted by Peoples Bank.

Jan 13, 2021 06:00 PM in Central Time (US and Canada)