New and Noteworthy July 22nd 2020

To:         TEAM-IFPTE Local 161 Members
From:    TEAM Office
Date:     July 22, 2020
Re:        New and Noteworthy

Retirement Lifestyle Considerations - Tuesday, July 28th, 6:30 pm to 8:15 pm
This webinar will explore common concerns beyond your pension and retirement savings, in both the planning and post‐retirement phases

Wills and Estate Planning Fundamentals - Thursday, July 30th, 6:30 pm to 8:15 pm
    -  How estate planning fits into your financial plan
    -  The importance of securing good legal advice
    -  Overview of wills and powers of attorney
    -  Living wills
    -  Other processes for transferring assets: Beneficiary designations and joint ownership
    -  Common planning mistakes

TEAM-IFPTE Local 161
204-984-9470 or 1-877-984-9470