Tips for Settling Someone’s Affairs - Lunch & Learn Webinar
At Zoom
Do your loved ones expect you to carry out their wishes and the provisions of their estate plan when they’re gone? Settling their affairs can be a big responsibility, but you’re not alone. Join us for a free Zoom webinar with Northern Trust Senior Relationship Advisor Ben Pringle, CFP ®, CTFA, to help you build an understanding of what these roles may entail.
After a loved one dies, those left in charge of settling the estate can spend months tying up loose ends. Prepare yourself to take on this responsibility and learn from Ben’s personal and professional experience as he shares details on the many steps of estate settlement. Register today for this free Zoom webinar presented by the Museum’s Planned Giving Advisory Council.
For more information, contact Philanthropy Officer of Legacy Giving Andrea McFarling at amcfarling@sbnature2.org or 805-682-4711 ext. 179.
