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WCMU Public Media Events

Virtual Estate Planning Seminar

Asset Transfers& Tax Strategies

Host: Dennis Prout of Prout Financial Design

Tuesday, April 13, 2021  6:30 p.m.

During this seminar Dennis Prout will clarify how different assets transfer at death, the importance of naming beneficiaries and tax strategies for your portfolio. Your working years focused on saving to accumulate enough for your retirement. In your retirement years, your mindset must shift to preserving the money you saved and making it last for your family.