[Grad-Cap Icon] Training

Are you feeling confident about your estate plan? Even the most financially savvy have made mistakes. Join Janet Bandera, Director of Wealth Planning Strategies for TIAA, to learn how to avoid the "Unlucky 13" estate planning errors.

This special 2-hour workshop will include an overview of basic estate planning documents; a review of the appropriate documents to have in place to allow someone to make health care and financial decisions for you if you can`t make them yourself; a discussion of the importance of asset ownership and beneficiary designations and their impact on your estate plan; and the importance of choosing your fiduciaries wisely. If you plan to make gifts to charity and/or individuals, this workshop will discuss which assets are best to give, when to give them and how.