estate planning: it's not just for the rich and famous

3
The Northwestern Mutual Life Insurance Company – Milwaukee, WI ESTATE PLANNING It’s Not Just for the Rich and Famous

Upload: northwestern-mutual

Post on 06-May-2015

353 views

Category:

Economy & Finance


3 download

DESCRIPTION

It’s not just about money; estate planning is about achieving peace of mind – for you, your children and your loved ones – regardless of age or net worth. Our webcast featuring estate planning experts Mark McLennon, JD, CPA, CLU®, ChFC®, CFP® and Ruthann Driscoll, JD, CLU®, CFP® from Northwestern Mutual covers: •Why all adults, regardless of age, benefit from estate planning. •The three core elements to start a solid plan. •How not all assets are created equal for your beneficiaries

TRANSCRIPT

Page 1: Estate Planning: It's Not Just For the Rich and Famous

The Northwestern Mutual Life Insurance Company – Milwaukee, WI

ESTATE PLANNINGIt’s Not Just for the Rich and Famous

Page 2: Estate Planning: It's Not Just For the Rich and Famous

2

In this video you’ll learn

• Why all adults, regardless of age, benefit from estate planning

• The three core elements of a solid estate plan

• How not all assets are created equal for your beneficiaries

Page 3: Estate Planning: It's Not Just For the Rich and Famous

3

WANT TO LEARN MORE?

FIND MORE ESTATE PLANNING AT

NORTHWESTERNMUTUAL.COM/WEBCASTS