Date/Time: 21 Mar 2024, 06:00 PM to 07:30 PM Central Time

Location: Virtual meeting via Zoom. Zoom ID: 604 353 3501 Passcode will be provided to registrants later.

Title: Estate Planning, Trust and Will

Speaker: Mike Karstens of Charles Schwab Inc.

Speaker Bio: Mr. Mike Karstens joined Charles Schwab in 2020 as a 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.

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.

Registration: https://events.vtools.ieee.org/m/408968