September 28, 2021 2:00pm - 3:00pm CST

Smarter Estate Planning

Journey's Smarter in September Series
August 27, 2021

Featuring Leslie Gibbens, CCTS, CTFA, Vice President & Trust Services Advisor at UBT, and Doug Koenig, CTFA, Vice President & Trust Services Advisor

Estate planning can be at the forefront of our minds in these challenging times. Beyond avoiding taxes and legal tie-ups and ensuring your funds are bequeathed as you wish, an estate plan appoints the right people to take care of your kids and even you if you're incapacitated. In this dynamic, informative session, Leslie and Doug will answer common questions (and some you might not think to ask) and cover the importance of developing a solid, proactive estate plan.

  • Personal
  • Retirement
  • Journey

Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.