BankFinancial is happy to announce a new series of complimentary webinars.
Please join us as we navigate some basics of financial education.
Estate Planning 101
March 10th | 12:00 PM
Have You Created an Estate Plan for Your Family?
An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family’s financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It’s a critical part of your overall financial plan.
In this webinar on Estate Planning Basics, you’ll learn:
• Why you need an estate plan
• Strategies to plan for incapacity, including special health care directives
• Wills, trusts, and life insurance
• Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax
BankFinancial Investment Services are: Not FDIC insured | May lose value | Not financial institution guaranteed | Not a bank deposit | Not insured by any federal government agency