Fredericks Wealth Management Masterclass Series

Join Allen Fredericks for one Saturday a month for an educational experience with the goal of leading you to feel more secure in your financial future. Every month we’ll have a new educational topic with a thought leader from their respective industries.

We hope to see you there!

Fredericks Wealth Management Masterclass Series: Estate Planning
Presented by:

Joshua E. Hummer, ESQ. | Attorney at Law

Estate Planning

Plenty of people sign estate planning documents once, file them somewhere sensible, and never look at them again. Years pass, accounts change, families change, and the paperwork quietly stops matching the situation it was written for.

In this session, a local attorney explains what each estate planning document is designed to do, where the common gaps show up, and how the documents connect to the accounts and beneficiary forms that sit outside them.

New topics are announced monthly. Add your name to hear about upcoming sessions first.

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