Tuesday, November 17 | 11:00 a.m. - 12:00 p.m.


Money management information. Password management. Legacy letters to loved ones. Guidance for minor children. While estate planning may seem like a daunting task with many factors to consider, it can be done and organized all in one place for your loved ones. Join Andrea Thermos, CPA, Estate & Trust Senior Manager, as she guides you through Boulay's "Survivor's Roadmap" interactive tool. Get tips on how to complete this guide, which can be included in your estate documents to help your loved ones understand your wishes.


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