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  • Estate and Trust Planning Webinar

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    Name: Estate and Trust Planning Webinar
    Date: November 10, 2020
    Time: 12:00 PM - 1:00 PM EST
    Event Description:
     

    Estate and Trust Planning Webinar

     
     
     
     
     
    Estate and Trust Planning: Knowing the differences and planning options can save thousands of dollars and give peace of mind.
     
    Here at PACU, your financial journey is important to us. Our goal is to provide you with the most current information so that you can make informed financial planning decisions for you and your loved ones. This includes an important financial journey, estate and trust planning, that many of us find challenging. Knowing the differences between estates and trusts and options available to you can save your family thousands of dollars, giving you a peace of mind.
     
    We have brought in an expert, Robert A. Wells, Attorney at R.A. Wells Law in Greensboro, N.C., to discuss how estate and trusts are handled, share strategies to reduce your estate tax liability and more. Wells has been practicing law for nearly 25 years. For the first 20 years, he was a partner with a private law firm in Greensboro, N.C., primarily handling general civil disputes; setting up corporations; and providing estate planning, estate administration and related services. Upon leaving this firm to become legal counsel for a state-wide insurance firm, he maintained relationships with clients he helped in estate and trust planning with ongoing services and their word-of-mouth referrals. For nearly five years, Wells also has maintained a private practice managing these referrals.

    “I have known Michael on a personal level, as well as a business level, for a long time; so when he offered me the opportunity to speak, I jumped at that,” said Wells.

    Wells earned two bachelor’s degrees, Economics and History, from Virginia Tech and a juris doctor degree from Wake Forest University.

    Please join one of two virtual WebEx on Thursday, October 15, at 6 pm-7 pm  or Tuesday, November 10, from 12 pm-1 pm  for our
    Estate and Trust Planning Webinar conducted by Robert  A. Wells with R.A. Wells Law and our PACU Director of Financial Wellness, Michael Westbrook.

     
    The webinar has valuable information no matter your life stage.  All are welcome, so please share friends and family you feel could benefit from this webinar. 

    If you have signed up for one of our offerings, we can't wait to connect with you!
    Please be sure to share this with family and friends.  If you haven't registered, please reserve your spot today.  Space is limited.

    To register for this webinar, click the link below.  You will find the registration form under the banner on our home page.
     
    Register Now
     
     
     
     
     
     
     
    Date/Time Information:
    Thursday, October 15th
    6pm - 7pm
    Contact Information:
    Jenny Proctor
    Fees/Admission:
    Free to attend
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