Setting Your Strategy

Planning for the future seems like a topic that’s almost too daunting to face, but hearing from financial and legal authorities can bring clarity and assurance. Industry professionals from Consumers Credit Union and Warner Norcross + Judd will walk you through things like:

• Estate planning documents everyone should have.
• Appointing decision makers.
• Updating your beneficiary designations.
• How to avoid probate court.
• Using trusts to plan for blended families and children with special needs.
• Avoiding family squabbles over your assets, and more.

Light refreshments will be served