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Chapter Meeting
Estate Planning - Why it's so important
In this estate planning presentation, we'll take a look at some general estate planning concepts and strategies. While there's no such thing as a "one size fils all" estate plan, this overview may assist you in thinking about your own estate planning needs. What is an estate plan? Simply put, it's a map of how you want your personal and financial affairs to be handled in case of incapacity or death, and the subsequent implementation of the strategies that will fulfill thiose objectives.
Filed for one hour of CE credit.
Cost: $20 includes lunch (paid at registration). Students and candidates are free.
Rebecca Wingard
Rebecca Wingard serves as an Estate Planner in the state of South Carolina for Southern Farm Bureau Life Insurance Company. In 2016, she won Estate Planner of the Year for Southern Farm Bureau Life. Rebecca is a Magna Cum Laude graduate of Belhaven College, graduating with a Bachelor or Science in Business Management.
Rebecca holds the following professional designations: CLU, ChFC, RHU, REBC, CASL, FLMI, AISS, AIRC, AAPA, ACS and LUTCF. She has been a member of the National Association of Insurance and Financial Advisors and the Society of Financial Planners for over 20 years.