Continuing Education

Wills & Trusts

Course Detail

Wills & Trusts image

Are you prepared to provide for your loved ones at death? This class will make sure your house is in order. We’ll focus on types of estate plans and the advantages and disadvantages of each. You’ll explore the Washington Will, irrevocable trusts, revocable trusts, and charitable remainder trusts.

Instructors are Winch Financial President Sam Winch, Winch Financial CEO Christina Winch, CFP®, and Attorney Mary Coughlin.

NOTE: If registering two people, same household, sharing a book, please list one person as the registrant, and you will be prompted through the registration process to add the second person's name.





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