FREE NITP Webinar – Estate Planning ~ The Basics
Thursday, February 12, 2015 at 2 PM EST

Featured Presenters:  Karen Schaeffer, CFP & Bob Leins, CPA

Click here to register for this event!

Every successful financial plan includes estate planning.  Join us for a webinar focused on what you need to know about getting this part of your financial life in order.  Participates will learn:

  • Essential estate planning documents for every plan
  • When to reach for trusts
  • How to have those difficult conversations
  • Options for dealing with children, aging parents, and blended families
  • Strategies for minimizing transfer taxes and costs
  • Practical to-do list tip


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