Understanding Key Financial Terms (Part 1 of 2)
Objective: Provide clear definitions of key financial terms that participants should be familiar with as they progress through the series.
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Objective: Provide clear definitions of key financial terms that participants should be familiar with as they progress through the series.
Objective: Provide clear definitions of key financial terms that participants should be familiar with as they progress through the series.
Objectives: 1) Learn the difference between the different types of estate planning documents (i.e. Will, Power of Attorney (POA), Medical Power of Attorney, Living Will or a Trust) 2) Learn how the different types can affect your family dynamics