Preparing your Estate Plan
with Mark Morrison
Preparing Your Estate Plan
Do you know where your assets will go when you die? If not, this seminar will help familiarize you with the basic steps of estate planning, including the function of a will and the different types of trusts. In this class, we will have a guest Attorney, James Spaulding of Barns Greenfield and Thornton present. Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. Please consult your estate-planning attorney or qualified tax advisor regarding your situation.
Presenter: Mark Morrison
Tuesday, 3/5, 6:30 – 8:00 PM for 1 session
Location: Windham High School – Room 127
Fee: Free (Please pre-register online or by calling 892-1819)
Mark Morrison is a licensed Financial Advisor with Edward Jones Financial located in Portland, Maine.
Mar 5th, 2019
Tue from 6:30 - 8:00 pm
Windham High School
406 Gray Road
Windham, ME 04062 Get directions