Broker Check
29 Sept
Estate Planning Road Map

Description

Even if you already have an estate plan in place, would you know what to do if something happened tomorrow? More importantly, would your loved ones understand their roles and responsibilities?

Through a simple family scenario, local estate planning attorney Libby Banks will walk us through the basics of estate planning—what a trust is, why you might need one, the different roles people play within an estate plan, and how documents such as wills and powers of attorney work together to carry out your wishes.

We encourage you to bring anyone who is named in your estate plan—or may one day serve in an important role—as well as friends or colleagues who may have questions of their own. And if you don’t have an estate plan yet, this is a great opportunity to learn why it matters and where to begin.

A quick note: This will be a general educational session, so we won’t be able to discuss the specific details of individual estate plans. Protecting your privacy is very important to us.

Date and Time

Tue, Sep 29, 2026

4:00p - 6:00p PST

Location

6991 E Camelback Rd Suite C151

Scottsdale , AZ 85251

Note

Event will be held in the conference room.

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Event Registration

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