- Mon Mar 27 2023
Top 10 Estate Planning Tips – Things to plan for
Interior Savings Credit Union is excited to invite you to a virtual event on Estate Planning. After years of working closely with our communities attending to their Estates, our goal is to share what we have learned along the way. You’ll gain knowledge on the importance of planning ahead when it comes to your Estate, and the tools you need to protect your assets and ensure your wishes are carried out.
Doug McMechan, Business Succession & Estate Planning Specialist of Interior Savings Estate Planning Inc.
Ken Wingrove, Senior Manager, Wealth Management at Interior Savings