FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

14 May
Estate Planning 101


Join us for a casual conversation about managing your estate - including your financial and health care needs - with local attorney Dustin Plummer.

Attendees will have the opportunity to ask questions and gain insights on different aspects of estate planning, including wills, trusts, advance directives, estate tax issues and more.

This program is open to clients - and their friends - of any age, and seating is limited.  Light refreshments will be provided.  

Thank you for your interest in this workshop! 

Date and Time

Tue, May 14, 2024

6:00p - 7:30p EST


Estate Planning 101

674 South College Avenue
Bloomington, IN 47403
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