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12 events found.

estate planning

  1. Events
  2. estate planning

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Today
  • June 2023

  • Wed 7

    Estate Planning for the LGBTQ+ Community

    Featured June 7, 2023 @ 1:00 pm - 2:00 pm EDT Estate Planning for the LGBTQ+ Community
    WebEx

    Estate planning is very important - especially in the LGBTQ+ community. This session will provide tips for how LGBTQ+ individuals and couples can make sure assets are distributed to whom they wish.

  • Wed 14

    Financial Wellness Check-Up

    Featured June 14, 2023 @ 8:00 am - 4:00 pm EDT
    WebEx

    AFSPA Members: Your dedicated Prudential Pathways Financial Professional is available for 30-minute Financial Wellness Checkups to review your current financial situation and to help you navigate future financial challenges with confidence. They will be available between 8am - 4pm ET.

  • July 2023

  • Wed 26

    Financial Wellness Check Up

    Featured July 26, 2023 @ 9:00 am - 4:00 pm EDT
    WebEx

    AFSPA Members: Your dedicated Prudential Pathways Financial Professional is available for 30-minute Financial Wellness Checkups to review your current financial situation and to help you navigate future financial challenges with confidence. They will be available between 9am - 4pm ET.

  • May 2024

  • Wed 22

    Estate Planning for the Foreign Affairs Community

    Featured May 22, 2024 @ 9:00 am - 10:30 am EDT Estate Planning for the Foreign Affairs Community
    ZOOM

    This webinar will focus on estate planning, specifically on wills, trusts, powers of attorney, and gifting.

  • Wed 22

    Estate Planning for the Foreign Affairs Community

    Featured May 22, 2024 @ 7:00 pm - 8:30 pm EDT Estate Planning for the Foreign Affairs Community
    ZOOM

    This webinar will focus on estate planning, specifically on wills, trusts, powers of attorney, and gifting.

  • June 2024

  • Tue 11

    Advanced Estate Planning Strategies

    Featured June 11, 2024 @ 8:00 am - 9:00 am EDT Advanced Estate Planning Strategies
    ZOOM

    This session covers the five-step estate planning process along with different types of trusts, portability of exemption of spouses, and more.

  • Tue 11

    Advanced Estate Planning Strategies

    Featured June 11, 2024 @ 1:00 pm - 2:00 pm EDT Advanced Estate Planning Strategies
    ZOOM

    This session covers the five-step estate planning process along with different types of trusts, portability of exemption of spouses, and more.

  • Tue 11

    Advanced Estate Planning Strategies

    Featured June 11, 2024 @ 6:00 pm - 7:00 pm EDT Advanced Estate Planning Strategies
    ZOOM

    This session covers the five-step estate planning process along with different types of trusts, portability of exemption of spouses, and more.

  • March 2025

  • Thu 27

    AFSPA Live Q&A: Senior Planning

    Featured March 27, 2025 @ 11:00 am - 11:30 am EDT

    Do you have questions about Senior Planning? You’re invited to join our live Q&A session on Thursday, March 27, at 11:00 AM ET. Kyle Longton, AFSPA’s CEO will be available to answer your questions related to this topic.

  • July 2025

  • Tue 22

    Advanced Estate Planning Strategies

    Featured July 22, 2025 @ 8:00 am - 9:00 am EDT Advanced Estate Planning Strategies
    ZOOM

    This session covers the five-step estate planning process, different types of trusts, portability of spouse exemption, and more. It will also cover steps to successful estate planning, asset protection, and tax efficiencies.

  • Tue 22

    Advanced Estate Planning Strategies

    Featured July 22, 2025 @ 1:00 pm - 2:00 pm EDT Advanced Estate Planning Strategies
    ZOOM

    This session covers the five-step estate planning process, different types of trusts, portability of spouse exemption, and more. It will also cover steps to successful estate planning, asset protection, and tax efficiencies.

  • Tue 22

    Advanced Estate Planning Strategies

    Featured July 22, 2025 @ 6:00 pm - 7:00 pm EDT Advanced Estate Planning Strategies
    ZOOM

    This session covers the five-step estate planning process, different types of trusts, portability of spouse exemption, and more. It will also cover steps to successful estate planning, asset protection, and tax efficiencies.

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