Q3 2018 Established nVestor Webinar:
Advanced Estate Planning
Jul 17, 2018 at 7pm Mountain (8pm Central)
This live workshop is exclusively for current clients and 401k plan participants of nVest Advisors, LLC. For the public version of this webinar, please register here.
Register For The Webinar
* we will not spam, rent, sell, or lease your information *
Give us 45 minutes and you'll learn:
The importance of a will, and what happens when you don't have one.
Durable Powers of Attorney, Medical Proxies, and DNRs
What's a "living will" and why does it matter?
What are the laws about gifting?
How you can protect your financial accounts without a will
Jeremy Torgerson is the founder and CEO of nVest Advisors, a registered investment advisory firm in Colorado and Texas. To read more of Jeremy's bio, click on his photo.