Legacy Planning: Wills, Estates and Trusts

About the Event

Legacy planning is a crucial aspect of financial management. This presentation examines the key points to consider when deciding between creating a will, an estate plan, or a trust to preserve and distribute assets effectively. Understanding the pros and cons of each option is vital in making informed decision to secure your family’s financial future. The session will also provide insights on asset complexities, legal and tax implications and the level of privacy you and your family desire. Please consult your legal and tax advisors for specifics to your situation(s).

Understanding the distinctions between wills, estate plans, and trusts, along with considering personal and financial circumstance, can help individuals make informed decisions that safeguard their family’s future. Join us for a guided conversation with Ronald Seegers, a Workplace Financial Consultant from Fidelity Investments on how to tailor the best option that aligns with your unique family situation and financial goals.

Speakers

Ronald Seegers, ChFC, CRPC, Workplace Financial Consultant, Personal and Workplace Investing, Fidelity Investments

Ronald Seegers joined Fidelity as a Workplace Financial Consultant in 2016 and has more than 20 years in the financial industry. Mr. Seegers promotes financial wellness for plan participants through one-on-one planning and educational events. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative, and licensed insurance representative, Ron holds a bachelor’s degree in social sciences from the University of Richmond and a master’s degree in business administration from Seton Hall University.

CEUs

This SHRM continuing education course qualifies you for 1 CEUs toward your recertification. Attendance will be recorded and the code will be provided after the session.

This WorldatWork continuing education course qualifies you for .25 CEUs toward your recertification. After attending this education program, you will self-report these credits to WaW.