Join James Ownes (Charleston), Chief Advancement Officer of the Sigma Nu Educational Foundation, Spencer Montgomery (South Florida), Financial Advisor and Field Director with Northwester Mutual, and Ben Nye (Arkansas), wills and estate planning attorney at Steven K. Greene, LLC, as they review the estate planning documents that every adult should have and the reasons for each. Participants will learn strategies on tax savings and how to protect their loved ones as well as their legacy. With more than 60 years of combined experience, James, Spencer, and Ben will share real examples of assisting alumni with their estate plans.
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Estate Planning: Why It's Important to You: