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Jun 19

Legal/Financial Program: Estate Planning for 2014 and Beyond

Thursday, June 19, 2014 from 3:30 PM to 4:30 PM

Prescott Public Library, 215 E. Goodwin Street, Prescott, AZ 86303

A member of the Phoenix Chapter of the Society for Financial Awareness (SOFA) will present a workshop on estate planning for 2014 and beyond. This is an objective look at the differences between will-based plans and trust-based plans. We will explore the key elements of both and try to decipher who needs which plan. SOFA is a nationwide 501(c)3 nonprofit Educational Speakers Bureau. Their mission is to end financial illiteracy across America, one community at a time. As a Public Benefit Corporation, they are comprised of various financial professionals who volunteer a Pro Bono service to the community by providing various financial topics to companies, churches, and organizations in their geographic locale. For more information about the Society for Financial Awareness, visit their website at or call Scott Sandell at 800.345.3155.

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