Estate Planning Toolbox

In this workshop, you’ll become familiar with a range of estate planning tools. In addition to wills, trusts, and powers of attorney, we will discuss the role that insurance, titling of property, and gifting can play. Finally, we’ll take a look at how these tools work with our tax system. Each session is Facilitated by financial educator Karen Chan and is about 90 minutes long. Free for IMRF retirees. Registration is required.

September 8, 2:00 pm (central time)  Workshop Completed

September 9, 2:00 pm (central time)  Workshop Completed

September 14, 2:00 pm (central time)  Workshop Completed

September 17, 10:30 am (central time)   Workshop Completed

We look forward to seeing you there!