Wealth Transfer Basics

11:00 AM - 1:00 PM
Port Washington Public Library
Hagedorn Meeting Room

Event Details

At this workshop you will learn the answer to the following questions: What is a wealth transfer plan and who should have one? What can a wealth transfer plan help you accomplish? How does a wealth transfer plan work? What elements make up a wealth transfer plan? How do you get started? Presented by Foresters Financial Services and made possible by the Career & Finance Center.
Event Type(s): Career and Finance
Presenter: Foresters Financial Services Inc.
Denise Anchico
(516) 883-4400 ext. 1404

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