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Estate & Legacy Strategy Essentials: Prepare Wisely! (Henry)


Adult Enrichment / Business & Consumer -
Adult Enrichment Spring 2024

If you are starting to consider your legacy or estate plans or are a child or caregiver to someone who is starting this conversation this workshop explores how having a strategy in place can make things easier for your family after you're gone. We will talk about how assets are passed down, tax implications, documents you need place and other things to consider to make sure that your final wishes are taken care of. 

Instructors

Marcia Alexander

Marcia Alexander is a financial advisor with Thrivent Financial. She has worked for over 18 years in the financial industry with personal and business clients of many colors, sizes and cultures. As someone who was raised in Minneapolis, she looks forward to helping bring financial education in a variety of topics to Minneapolis Community Ed.


Aaron Jones

Aaron Jones is a financial advisor with Thrivent Financial. He has worked for over 15 years in the financial industry with personal, foundation and business clients of many colors, sizes and cultures. As someone who lives in Minneapolis, he looks forward to helping bring financial education in a variety of topics to Minneapolis Community Ed.

 May 2024 
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AE-22060-S24-HE

  Aaron Jones , Marcia Alexander


Henry/Camden High School : TBD
Monday, May 13
6:30 - 8:30 PM

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