Retiree Report – Guest Speaker March 13

Retiree Report – Guest Speaker March 13

The scheduled guest speaker for the March 13 Retiree’s Club Meeting at the ETI at 10 a.m. is Optum. A representative will be on hand to talk about the terms for will planning, guardianships and trusts, as well as review the pros and cons of various options. Below are some of the topics to be discussed

  • Introduce types of estate planning documents
  • Review advance directives
  • Learn terms for will planning, guardianships and trusts
  • Discuss the pros and cons of various options
  • Consider estate planning costs
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