Webinar Recording: What You Need to Know About Estate Planning

Webinar Recording: What You Need to Know About Estate Planning
Online Event
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Add to Calendar 06/21/2022 06:00 PM 06/21/2022 07:00 PM EDT Webinar Recording: What You Need to Know About Estate Planning

June 21 Update: The interest in MOAA's estate planning event pushed our webinar platform past its capacity, meaning some who attempted to register were locked out of the presentation.

 

But don't worry: If you missed the webinar, you can click the above link to access the recording. After registering, you'll receive a link to the recording you can access for up to 30 days.

 

At the June 21 webinar, MOAA financial and benefits professionals Capt. Paul Frost, USN (Ret), AFC®, and Lila Quintiliani, ChFC®, AFC®, along with special guest Joseph Montanaro, CFP®, Relationship Director at USAA’s Military Advocacy Group, covered important estate planning topics such as:  

  • Wills 
  • Trusts 
  • Advance Directives 
  • IRAs and Retirement Plans 
  • Probate 
  • Estate Taxes   

  

The webinar is part of MOAA's ongoing Fundamentals of Building Wealth series; MOAA Premium and Life members have access to all recorded MOAA webinars at any time via MOAA’s Webinar Archive. Premium and Life members also can download MOAA's Estate Planning guide for more information on this topic -- it's one of a suite of exclusive member publications

 

Interested in joining MOAA or upgrading your membership? We’re also happy to extend a special 10% discount off your PREMIUM and LIFE membership today. Simply contact our Member Service Center at (800) 234-6622 and provide the promo code LEGACY to obtain your discount.

June 21 Update: The interest in MOAA's estate planning event pushed our webinar platform past its capacity, meaning some who attempted to register were locked out of the presentation.

 

But don't worry: If you missed the webinar, you can click the above link to access the recording. After registering, you'll receive a link to the recording you can access for up to 30 days.

 

At the June 21 webinar, MOAA financial and benefits professionals Capt. Paul Frost, USN (Ret), AFC®, and Lila Quintiliani, ChFC®, AFC®, along with special guest Joseph Montanaro, CFP®, Relationship Director at USAA’s Military Advocacy Group, covered important estate planning topics such as:  

  • Wills 
  • Trusts 
  • Advance Directives 
  • IRAs and Retirement Plans 
  • Probate 
  • Estate Taxes   

  

The webinar is part of MOAA's ongoing Fundamentals of Building Wealth series; MOAA Premium and Life members have access to all recorded MOAA webinars at any time via MOAA’s Webinar Archive. Premium and Life members also can download MOAA's Estate Planning guide for more information on this topic -- it's one of a suite of exclusive member publications

 

Interested in joining MOAA or upgrading your membership? We’re also happy to extend a special 10% discount off your PREMIUM and LIFE membership today. Simply contact our Member Service Center at (800) 234-6622 and provide the promo code LEGACY to obtain your discount.

Event Speakers