Financial and Estate Planning for Baby Boomers and Gen-Xers

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Age Group:

Adults
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Program Description

Event Details

What percentage of my assets should I keep invested in the stock market? What estate planning documents do I need to protect my family? Should I avoid buying annuities and other financial retirement products? What is the difference between a Last Will and Testament and a Revocable Living Trust? Find answers in this workshop on financial and estate planning designed for Baby Boomers and Generation X'ers. Presented by the Chesapeake Financial Education Foundation a 501-c3 dedicated to community financial education.