Will and Estate Strategies – Understanding the Next Phase
Please join Sioux Center Health and Zeutenhorst Financial as they partner together to discuss will and estate strategies.
Pre-Registration Required. To register, please call Dorinda Oostenink at (712) 722-8415.
Sessions:
Monday, March 27th at 12:00 PM
“Legacy Lives On” | What Happens When
Thursday, March 30th at 12:00 PM
“Understanding the Next Phase” | Medicare/Medicaid
Monday, April 3rd at 6:00 PM
“Are you Ready for the Next Phase” | Estate Planning – Will, Trusts, Endowments
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Advisor Network, LLC. Zeutenhorst Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Neither Equitable, LLC nor any of its representatives are in the business of giving tax or legal advice. Attendees should consult with their own professional advisors to determine appropriateness of any course of action. AGE-5485826.1(3/23)(Exp.3/25).