VUMC Main Calendar Events

  • 5/4/2017
    12:00 pm - 1:00 pm
    Estate Planning Basics and More

    Come hear from Fidelity Investments’ Estate Planning Specialist, Scott Lubar. This seminar will cover the basics of estate planning including: the tax impacts; legal documents; trusts; planning for incapacity; the family conversation; and gifting considerations.

    Contact: Stacey Bonner

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