Estate Planning, Trust, Will and Risk Management
03 March, 2024
March 2024
| Topic | Estate Planning, Trust, Will and Risk Management |
| Abstract | Springtime is a good time to plan or review our financial future. We have invited Mr. Mike Karstens of Charles Schwab, Inc. to give a talk on Estate Planning, Trust and he will answer any question you may have in financial services. |
| Speaker | Mr. Mike Karstens, Financial Consultant of Charles Schwab email: mike.karstens@schwab.com Linkedin Profile |
| Speaker’s bio | Mr. Mike Karstens joined Charles Schwab in 2020 as Financial Consultant. He offers consultations and analysis on topics such as trust and estate planning, risk management and insurance, transfer tax and postmortem considerations. In addition, he can consult on topics such as charitable gift planning, business formation and succession, and asset protection. It’s a modern approach to wealth management—so you can take ownership of your financial future. Mike as a Lead Financial Planner, USAA Wealth Management, 2006-2020. Mike is a retired Naval Officer, Navy Pilot, United States Navy, 1975-1995. |
| Date & Time | Mar 21,2024 6-7:30 PM Central Time |
| Location | ZOOM Meeting only, no recording |
| Presentation | |
| Reservation | |
| Registration | https://events.vtools.ieee.org/m/408968 |