Financial Advisor Seminar: Creating Your Estate Plan
Monday, October 19, 2026 · 6:00 PM EDT · Oceanside Library · Oceanside, NY
Workshop
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About this event
Community 3. Financial Advisor Seminar with Kyle Hauptman Week #4 - Creating Your Estate Plan Topics will cover basic steps of planning your estate including the importance of wills, trusts, beneficiary designations, and other methods to handle your estate according to your goals. Presented by: Kyle Hauptman, AAMS® Financial Advisor at Edward Jones Registration requested, walk-ins are welcome.
Description from oceansidelibrary.libcal.com