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.