Estate Planning Webinar for Federal Employees

Estate Planning For Feds

Virtual Training Session

Presented by Ed Zurndorfer

DON'T MISS THE OPPORTUNITY

to learn from one of the leading professionals on

Federal Employee Benefits-

ED ZURNDORFER- in a webinar for Federal Employees

DATE/TIME

Coming Soon

LOCATION:

Event Will Be Hosted on Zoom

INFORMATION:

For FERS and CSRS Employees

Zoom Event Hosted by Ed Zurndorfer

Link to Event Provided after Registration

 


 

The Training Session Will Cover:

The Basic Steps to Estate Planning

What information to gather and analyze, what decisions need to be made (plus suggestions to help your choices), and how and when to review periodically.

Why An Estate Plan is Needed

What happens to an estate post-mortem? Information about trusts, probate, the titling of property, and tax implications- plus more! 

& More Information About Estate Planning Specifically for Federal Employees

Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

Raymond James and its advisors do not offer tax legal advice. You should discuss any tax or legal matters with the appropriate professional.