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Clackamas Chapter Education: Essence of an Estate Plan (2 hrs CE)
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Join us for our September meeting and 2 hours CE
on "Essence of an Estate Plan" presented by Jennifer Lessard Stoltey.

Space is limited, so register soon!

9/16/2019
When: Monday, September 16, 2019
6:30 pm-8:30 pm
Where: Denny's Restaurant Banquet Room
15815 SE 82nd Drive
(Exit 12 off I-205)
Clackamas 97015
United States
Presenter: Jennifer Lessard Stoltey, CFP
Contact: Susan High
(503) 655-3737


Online registration is available until: 9/20/2019
« Go to Upcoming Event List  

Join us for our September meeting and 2 hours of great education - this month Jennifer Lessard Stoltey will present "Essence of an Estate Plan".

Her presentation will include: Purpose, transfer of assets and property,contingency plan, asset titling, probate, trust, property distribution, deed, Small Estate Affdavit, estate planning, inclusion, trust, sucessor trustee duties, duty to report, prudent investor, end result, family dynamics, type of assets, intestate succession, duties of personal rep, fiduciary duty, probate procedures, estate admin, appraisals, basis, inventory, elections, Oregon estate tax basics, federal estate tax basics, gift tax, federal estate tax portability, charitable trust, IRAs, 401Ks, and retirement trust.  WHEW!

Come early and enjoy dinner!

Please register using the button above - space is limited. This will help us get your CE certificate to you in a timely fashion, AND we'll send you links to any handouts before the class. 

HANDOUTS

Links to the handouts will be emailed to everyone who registers by noon of the Friday before class. Late registrants will find those same links on the final "Thank you for Registering" page.

Jennifer Lessard Stoltey

 

 

 

About Our Speaker

Jennifer Lessard Stoltey, CFP is a Wealth Management Fiduciary Specialist serving as a Trust Officer for U.S. Bank.

She has 22 years of experience in the business. Jennifer started in the financial services industry in 1996 and became a Wealth Management Trust Advisor in 2011. She holds a Bachelor of Arts degree in journalism and communication studies from the University of Oregon.

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