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Wills, Trusts, Beneficiaries...Oh My!
Join us in welcoming a special guest from Hooper Law Office to talk about
estate planning. Do I need a will? Does a trust make sense for our family? Should I be updating
my beneficiaries? Sam and Luke will facilitate this discussion that goes through some basics of estate planning and some practical information to help you get started on organizing or reviewing your current estate plan.

May 27, 2021 11:00 AM in Central Time (US and Canada)

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Investment advisory services offered by Duell Financial Strategies, LLC, a Wisconsin- Registered Investment Advisor. Duell Financial Strategies does not provide legal or tax advice. Investment Advisor Representatives of Duell Financial Strategies may only conduct business with the residents of the states and jurisdictions where they are properly registered. Insurance and annuity products are sold through Duell Financial Strategies.