Save the Date!

CCA is excited to invite you to participate in our upcoming session on Estate Planning delivered by subject matter expert, Shari Carlson, a sought-after professional with years of experience in this topic. Shari Carlson will give you the opportunity to engage directly with all of your questions and comments will be responded to in a manner which is appropriate for this session. We are excited to bring you this session and are confident that you will find it well worth your time.

Session Description:
Estate planning is an incredibly important step to ensure the financial well being of your family. In this seminar, participants will be provided an overview of the documentation needed for estate planning, including key terms for will-planning, guardianships and trusts, and the benefits and consequences of the estate planning options at your disposal. This seminar is for informational purposes only and is not intended to provide legal advice.