Tag: estate planning

Advanced Estate Planning Strategies

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

Financial Wellness Check Up

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.

Financial Wellness Check-Up

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.

Estate Planning for the LGBTQ+ Community

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.

Estate Planning for the Foreign Affairs Community

The mobile foreign affairs lifestyle gives rise to unique legal implications for foreign affairs employees and their family members. This webinar will focus on estate planning, specifically on wills, trusts, powers of attorney, and gifting.

Planning for the Financial Future of a Loved One with Special Needs

Offered by specially trained financial professionals, this session covers estate strategies, guardianship and creating a Special Needs Trust. We offer this webinar in three sessions, 8 am, 1 pm, and 6 pm ET. Please choose the session time that works best with your schedule.

Estate Planning for the Foreign Affairs Community

The mobile foreign affairs lifestyle gives rise to unique legal implications for foreign affairs agency employees and their Eligible Family Members. This workshop includes a panel of experts provided by […]