Rollover and Play Dead. Does Your Estate Plan Really Work?

Presented by Meld University

Rollover and Play Dead. Does Your Estate Plan Really Work?

Speaker: Lynn Campisi, J.D., LL.M.

When: Tuesday, April 20th, 3:00 to 4:00 PM CDT

Where: Online Webinar

Cost: $0

    Everyone needs a will, but according to the AARP more than 60% of Americans do not have one. As people age, having proper estate planning documents is even more important. Learn how your assets should be titled, the best way to complete your beneficiary designation forms, how to avoid costly and common mistakes, and much more during this workshop led by a Certified Elder Law Attorney.

    This event will be an online webinar.

    There is no cost to attend, but attendance requires registration in advance.

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    Why Meld Financial?

    Meld Financial, Inc. is an independent wealth management firm located in Birmingham, AL.

    We specialize in financial planning, investment management, employee benefits and executive benefits for individuals, families, trusts, foundations and institutions.

    We provide independent and objective services melded with customer-driven financial goals.

    Mark McGarvey - Chairman - Meld Financial

    “We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

    -Mark McGarvey, Chairman