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Why A Will Is Not Enough Workshop

May 18 @ 9:00 am - 11:00 am MST

Free

WHY A WILL IS NOT ENOUGH: A Personal Finance Workshop
-FREE WORKSHOP-

The ‘Why A Will Is Not Enough’ workshop, sponsored by the Planned Giving Roundtable of Southern Arizona and Mission Management & Trust Co., is designed to help you understand the importance of estate planning and how it can protect your assets and provide peace of mind for you and your loved ones. Topics covered include creating a will, setting up a trust, designating power of attorney, and more.

The workshop is suitable for those who are just starting to think about their estate plan and those who want to consider reviewing and updating their existing plan. Attorney Jacquelyne Mingle, with Moeller & Conway, PLLC, will lead the discussion and answer questions. Light refreshments will be provided.

ABOUT THE PRESENTER:

Jacque Mingle arrived in Tucson in August 2009 to attend law school at the University of Arizona. She graduated cum laude from the University of Arizona law program in 2012 and has worked at other law firms before deciding to join the Moeller & Conway team. Her practice centers on estate planning, trust and probate administration, and tax planning. Jacque is also a Tohono Chul board member.

 

Details

Date:
May 18
Time:
9:00 am - 11:00 am MST
Cost:
Free
Event Categories:
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Event Tags:
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Website:
https://tohonochul.org/event/why-a-will-is-not-enough-workshop-2024-05-18/

Venue

Tohono Chul – Wilson Room
7366 N. Paseo del Norte
Tucson, AZ 85704 United States
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Phone
5207426455
View Venue Website

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